Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in the United Kingdom

RevenueBase identified 2,333 personal financial coaches headquartered in the United Kingdom as of September 2026 and tracks 29,444 professional contacts across them, including 11,673 with verified work emails. London is the largest hub.

This list covers personal financial coaches headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
2,333Companies
29,444Contacts tracked
11,673Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest personal financial coaches based in the United Kingdom

Ranked by team size
Top 25 of 2,333 personal financial coaches based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceCirencester, United KingdomHQ checked Sep 20, 20261,001-5,0004,111 contacts →

Indirect evidence

“There’s advice that can change your day.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0002,096 contacts →

Indirect evidence

“Meet the people behind your future.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceLondon, United KingdomHQ checked Sep 20, 20261,001-5,0001,927 contacts →

Indirect evidence

“RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceBristol, United KingdomHQ checked Sep 20, 2026n/a1,822 contacts →

Indirect evidence

“A little confidence goes a long way.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceSunderland, United KingdomHQ checked Sep 20, 20261,001-5,000593 contacts →

Indirect evidence

“Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500589 contacts →

Indirect evidence

“At Chase de Vere, we believe the only worthwhile advice is independent advice.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceBirmingham, United KingdomHQ checked Sep 20, 2026501-1,000489 contacts →

Indirect evidence

“Ready to make baffling jargon and unclear advice a thing of the past?”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceLiverpool Street, United KingdomHQ checked Sep 20, 2026501-1,000392 contacts →

Partial evidence

“Expert investment management and financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500311 contacts →

Indirect evidence

“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceUnited KingdomHQ checked Sep 20, 2026201-500297 contacts →

Partial evidence

“We set the benchmark for financial planning advice, technology and solutions.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceNottingham, United KingdomHQ checked Sep 20, 2026201-500262 contacts →

Partial evidence

“Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 20, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceBracknell, United KingdomHQ checked Sep 20, 2026501-1,000168 contacts →

Partial evidence

“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceFarnborough, United KingdomHQ checked Sep 20, 202651-200165 contacts →

Partial evidence

“Origen Financial Services is one of the UK’s leading financial advisers.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceLondon, United KingdomHQ checked Sep 20, 202651-200161 contacts →

Strong evidence

“Octopus Money gives employees something they rarely get: personal, 1-to-1 financial planning from someone they trust.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceKnutsford, United KingdomHQ checked Sep 20, 2026n/a158 contacts →

Partial evidence

“Medical & Executive Financial Services (MEFS) is an independent financial planning firm providing structured, ongoing advice to professionals, families and business owners.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceLondon, United KingdomHQ checked Sep 20, 2026201-500135 contacts →

Partial evidence

“Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceJesmond, United KingdomHQ checked Sep 20, 202651-200133 contacts →

Partial evidence

“As one of the largest privately owned Independent Financial Advisers in the UK, we have been building successful long-term relationships with clients for 50 years.”

Source: RevenueBase Database · checked Sep 20, 2026
19Indirect evidenceBarnsley, United KingdomHQ checked Sep 20, 202651-200128 contacts →

Indirect evidence

“Here at Lifetime, we help people understand what their money can do for them.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceHorsham, United KingdomHQ checked Sep 20, 202651-200117 contacts →

Indirect evidence

“You work hard for your money - and it should work hard for you.”

Source: RevenueBase Database · checked Sep 20, 2026
21Strong evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 20, 202651-200114 contacts →

Strong evidence

“WHAT WE CAN DO FOR YOU We can provide you with advice on every aspect of your financial affairs, whether personal, business or a mixture of both.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceLondon, United KingdomHQ checked Sep 20, 202651-200111 contacts →

Indirect evidence

“We believe managing your money should be simple.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidencePlymouth, United KingdomHQ checked Sep 20, 202651-200110 contacts →

Partial evidence

“We are an award-winning National Independent Financial Advice firm that offers a modern financial advice service.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceNorwich, United KingdomHQ checked Sep 20, 202651-200109 contacts →

Partial evidence

“At Insight Financial Associates, everything we do is built around a simple belief: you should feel confident, informed and in control of your financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceTaunton, United KingdomHQ checked Sep 20, 202651-200109 contacts →

Indirect evidence

“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 2,333 personal financial coaches based in the United Kingdom

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 11,673 reachable decision-makers.

Free signup · no credit card

View the full list →

Personal financial coaches based in the United Kingdom at a glance

As of Sep 20, 2026
39.6%Verified-email coverage
12.6Average contacts per company
1-10Median size (employees)
14.4%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
1,675
11-50
541
51-200
71
201-500
16
501-1,000
6
1,001-5,000
4
5,001-10,000
1

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 2,333 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among personal financial coaches, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United Kingdom whose own description of what they do matches “personal financial coaches”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names personal financial coaches), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among personal financial coaches, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 11,673 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names personal financial coaches, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many personal financial coaches are there based in the United Kingdom?

RevenueBase identified 2,333 personal financial coaches headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

St. James's Place, headquartered in Cirencester, tops this list with the largest team on record.

Which city has the most personal financial coaches?

London leads with 336 headquartered companies, followed by Manchester (49) and Bristol (36).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 11,673 verified decision-maker contacts tracked across these 2,333 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 2,333 personal financial coaches based in the United Kingdom. Start with a free account, no credit card.

Download this list →

Related lists

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.