Company lists · Data refreshed September 2026

Top 21 Personal financial coaches based in Bristol, United Kingdom

RevenueBase identified 36 personal financial coaches headquartered in Bristol, United Kingdom as of September 2026 and tracks 2,107 professional contacts across them, including 172 with verified work emails. London is the largest hub.

This list covers personal financial coaches headquartered in Bristol, 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
36Companies
2,107Contacts tracked
172Verified emails
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The 21 largest personal financial coaches based in Bristol, United Kingdom

Ranked by team size
Top 21 of 36 personal financial coaches based in Bristol, 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 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
2Indirect evidenceBristol, United KingdomHQ checked Sep 20, 202651-20090 contacts →

Indirect evidence

“Our vision for Paradigm Norton is based on the fact that ‘we can’t take our money with us’ - that if we look exclusively at money, we only focus on a small part of the picture and…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceBristol, United KingdomHQ checked Sep 20, 202611-5031 contacts →

Indirect evidence

“At Lansdown Place we want to get to know you.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceBristol, United KingdomHQ checked Sep 20, 202611-5027 contacts →

Partial evidence

“Grosvenor Consultancy Ltd is a well-established firm of Independent Financial Advisers based in the South of England.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBristol, United KingdomHQ checked Sep 20, 202611-5020 contacts →

Indirect evidence

“Clarity.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceBristol, United KingdomHQ checked Sep 20, 202611-5015 contacts →

Partial evidence

“We’re a highly qualified team of independent financial planners offering a clear, transparent, common sense approach to planning your financial future.”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceBristol, United KingdomHQ checked Sep 20, 202611-508 contacts →

Partial evidence

“Lampiers Financial Planning: Building on 80 Years of Trust Experience, Trust, Accountability-Your Path to Lifelong Prosperity With roots dating back over 80 years, Lampiers…”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“Helping clients make better decisions with money.”

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceBristol, United KingdomHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Ifamax Wealth Management | Financial Planning Built Around Real Life Do you have the time, and headspace, to plan your financial future properly?”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“Live life by design.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceBristol, United KingdomHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“We believe you benefit the most when financial advice is delivered in a personal and face-to-face manner.”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“At Cardens, we don’t believe in one-size-fits-all advice.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“When we sat down and spoke about the concept of Integra, we started with the why, rather than the what and how.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceBristol, United KingdomHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Making sense of the financial world is harder than ever.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceBristol, United KingdomHQ checked Sep 20, 20261-103 contacts →

Partial evidence

Financial advisers based in Bristol with decades of experience helping you reach your financial goals of tomorrow by making the right decisions today.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceBristol, United KingdomHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“As a lifestyle financial planner, Birdie Financial Services prioritises what you really want to achieve in life, and the kind of lifestyle you want to lead.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Kohn Cougar are award winning wealth managers.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceBristol, United KingdomHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Bespoke financial planning focused on pivotal life events.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceBristol, United KingdomHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“About Us At Purple Fox Financial Planning, we’re proud to be independent, and even prouder to be planners, not product-pushers.”

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“At Komo, we work with business owners, and people thinking about retirement.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceBristol, United KingdomHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026

Showing 21 of 36 personal financial coaches based in Bristol, United Kingdom

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Personal financial coaches based in Bristol, United Kingdom at a glance

As of Sep 20, 2026
8.2%Verified-email coverage
58.5Average contacts per company
1-10Median size (employees)
933.3%Largest-city concentration · London
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
7
51-200
3

Email recency for this list is measured across the whole United Kingdom list rather than for Bristol, so it is reported there. Company counts and contact totals on this page are exact for Bristol, over 36 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 Bristol, 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 Bristol 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, 172 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 Bristol, United Kingdom?

RevenueBase identified 36 personal financial coaches headquartered in Bristol, 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?

Sunlife UK, headquartered in Bristol, 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 172 verified decision-maker contacts tracked across these 36 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.

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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.