Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in London, United Kingdom

Name: Personal financial coaches based in London, United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 336 companies tracked

RevenueBase identified 336 personal financial coaches headquartered in London, United Kingdom as of September 2026 and tracks 8,346 professional contacts across them, including 4,063 with verified work emails. London is the largest hub.

This list covers personal financial coaches headquartered in London, 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

336Companies

8,346Contacts tracked

4,063Verified emails

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The 25 largest personal financial coaches based in London, United Kingdom

Ranked by team size

Top 25 of 336 personal financial coaches based in London, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Evelyn Partners	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	2,096 contacts →
	Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 20, 2026
2	RBC Brewin Dolphin	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	1,001-5,000	1,927 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
3	Chase DE Vere	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	589 contacts →
	Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 20, 2026
4	Killik & CO	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	311 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
5	Octopus Money	Strong evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	161 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
6	Clearwater Wealth Management	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	135 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
7	FLM	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	111 contacts →
	Indirect evidence “We believe managing your money should be simple.” Source: RevenueBase Database · checked Sep 20, 2026
8	Hfmc Wealth	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	100 contacts →
	Partial evidence “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Source: RevenueBase Database · checked Sep 20, 2026
9	Quilter Cheviot	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	93 contacts →
	Partial evidence “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Source: RevenueBase Database · checked Sep 20, 2026
10	NOVA	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	88 contacts →
	Indirect evidence “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Source: RevenueBase Database · checked Sep 20, 2026
11	Timothy James & Partners LTD	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	73 contacts →
	Indirect evidence “Professional service based on old-fashioned values; phones answered by real people who recognise who you are; consultants who genuinely want to get to know you; and client-adviser…” Source: RevenueBase Database · checked Sep 20, 2026
12	Amicus Wealth LTD	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	201-500	46 contacts →
	Indirect evidence “We’ve rebranded.” Source: RevenueBase Database · checked Sep 20, 2026
13	Finura	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	42 contacts →
	Partial evidence “Finura was founded in 2014 with a vision to deliver an exceptional client experience from beginning to end, to become the most highly-referred name in financial services.” Source: RevenueBase Database · checked Sep 20, 2026
14	Bowmore Wealth Group	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	37 contacts →
	Partial evidence “We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.” Source: RevenueBase Database · checked Sep 20, 2026
15	Lathe & CO Wealth Advisers	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	34 contacts →
	Partial evidence “Lathe & Co Wealth Advisers was established in 2017, with the sole focus of exceeding client expectations and offering simple and attainable financial planning to everyone.” Source: RevenueBase Database · checked Sep 20, 2026
16	First Wealth Certified B Corp	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	30 contacts →
	Partial evidence “Our award-winning lifestyle financial planning approach helps our clients identify, achieve, and protect what matters most to them, without the fear of running out of money.” Source: RevenueBase Database · checked Sep 20, 2026
17	Radcliffe & Newlands Wealth Limited	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	29 contacts →
	Indirect evidence “Radcliffe & Newlands is a well-established firm based in the City of London.” Source: RevenueBase Database · checked Sep 20, 2026
18	IPS Capital LLP	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	28 contacts →
	Indirect evidence “IPS Capital provides tailored investment management, wealth planning, and fiduciary support for HNWI, business owners, families, Deputies and professional fiduciaries.” Source: RevenueBase Database · checked Sep 20, 2026
19	Punter Southall Wealth, A Canaccord Genuity Company	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	28 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
20	Bippit	Strong evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	27 contacts →
	Strong evidence “Bippit is expert financial guidance for every employee, including one-to-one coaching from qualified professionals, and all the tools they need to manage their financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
21	Humboldt Financial	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	26 contacts →
	Partial evidence “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Source: RevenueBase Database · checked Sep 20, 2026
22	Menzies Wealth Management LTD	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	26 contacts →
	Indirect evidence “Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Source: RevenueBase Database · checked Sep 20, 2026
23	Thomson Tyndall	Indirect evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	25 contacts →
	Indirect evidence “Our clients tell us that truly independent advice is important to them, a view we have always shared.” Source: RevenueBase Database · checked Sep 20, 2026
24	Eminent Financial LTD	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	51-200	25 contacts →
	Partial evidence “Eminent Financial Limited is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial…” Source: RevenueBase Database · checked Sep 20, 2026
25	Emery Little	Partial evidence	London, United KingdomHQ checked Sep 20, 2026	11-50	22 contacts →
	Partial evidence “Emery Little is a Chartered Financial Planner and third generation family-owned firm based in Camden, London, with a heritage stretching back to 1971.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: personal financial coaches. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names personal financial coaches.
Partial evidence: Its own public description names part of personal financial coaches, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal financial coaches. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 336 personal financial coaches based in London, United Kingdom

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

As of Sep 20, 2026

48.7%Verified-email coverage

24.8Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · London

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

238

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 336 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 London, 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 London 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, 4,063 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.

Personal financial coaches by metro in the United Kingdom

Personal financial coaches in London336
Personal financial coaches in Manchester49
Personal financial coaches in Bristol36
Personal financial coaches in Glasgow36
Personal financial coaches in Leeds35
Personal financial coaches in Edinburgh32

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 London, United Kingdom?

RevenueBase identified 336 personal financial coaches headquartered in London, 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?

Evelyn Partners, headquartered in London, 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 4,063 verified decision-maker contacts tracked across these 336 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.