Company lists · Data refreshed September 2026
Top 25 Retirement planning companies based in London, United Kingdom
RevenueBase identified 283 retirement planning companies headquartered in London, United Kingdom as of September 2026 and tracks 7,828 professional contacts across them, including 3,344 with verified work emails. London is the largest hub.
This list covers retirement planning companies 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 19, 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.
The 25 largest retirement planning companies based in London, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,096 contacts → | ||||
Indirect evidence “Meet the people behind your future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 721 contacts → | ||||
Indirect evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 589 contacts → | ||||
Indirect evidence “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 354 contacts → | ||||
Partial evidence “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 311 contacts → | ||||
Indirect evidence “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 158 contacts → | ||||
Partial evidence “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 135 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 110 contacts → | ||||
Indirect evidence “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 100 contacts → | ||||
Indirect 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 98 contacts → | ||||
Indirect evidence “At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 46 contacts → | ||||
Indirect evidence “We’ve rebranded.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 34 contacts → | ||||
Indirect evidence “Seven Investment Management (7IM) is an investment management business that helps individuals and their families to manage their capital to meet their financial needs and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 29 contacts → | ||||
Indirect evidence “Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 29 contacts → | ||||
Indirect evidence “Radcliffe & Newlands is a well-established firm based in the City of London.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 28 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 28 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 26 contacts → | ||||
Partial evidence “Humboldt Financial is a financial planning firm located in London, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 22 contacts → | ||||
Partial evidence “TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 20 contacts → | ||||
Partial evidence “One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 19 contacts → | ||||
Partial evidence “Our Financial Planning helps you get the most from your wealth and your life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: retirement planning companies. 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 retirement planning companies.
- Partial evidence
- Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name retirement planning companies. 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 283 retirement planning companies based in London, United Kingdom
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Retirement planning companies based in London, United Kingdom at a glance
As of Sep 19, 2026Companies by employee count
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 283 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 3,344 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 19, 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.
Retirement planning companies by metro in the United Kingdom
- Retirement planning companies in London283
- Retirement planning companies in Manchester47
- Retirement planning companies in Edinburgh36
- Retirement planning companies in Glasgow36
- Retirement planning companies in Leeds35
- Retirement planning companies in Bristol34
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 retirement planning companies, 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 retirement planning companies are there based in London, United Kingdom?
RevenueBase identified 283 retirement planning companies 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 retirement planning companies?
London leads with 283 headquartered companies, followed by Manchester (47) and Edinburgh (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 3,344 verified decision-maker contacts tracked across these 283 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 19, 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.
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