Company lists · Data refreshed September 2026

Top 25 Retirement planning consultants based in London, United Kingdom

RevenueBase identified 230 company matches for retirement planning consultants associated with London, United Kingdom as of September 2026 and tracks 3,284 professional contacts across them, including 1,212 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

This list covers company matches for retirement planning consultants associated with London, United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built
230Companies
3,284Contacts tracked
1,212Verified emails
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The 25 largest retirement planning consultants based in London, United Kingdom

Ranked by team size
Top 25 of 230 company matches for retirement planning consultants based in London, United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchLondon, United KingdomHQ recorded Sep 21, 2026201-500589 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2Exact matchLondon, United KingdomHQ recorded Sep 21, 20261,001-5,000158 contacts →

Exact match

“We’re building stronger, more secure financial futures for our retirement, investment and protection customers.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3Exact matchLondon, United KingdomHQ recorded Sep 21, 2026201-500135 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4Exact matchLondon, United KingdomHQ recorded Sep 21, 202651-200100 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5Exact matchLondon, United KingdomHQ recorded Sep 21, 202651-20093 contacts →

Exact match

“Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6Exact matchLondon, United KingdomHQ recorded Sep 21, 202651-20088 contacts →

Exact match

“We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7Exact matchLondon, United KingdomHQ recorded Sep 21, 202651-20073 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8Exact matchLondon, United KingdomHQ recorded Sep 21, 2026201-50046 contacts →

Exact match

“We’ve rebranded.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5037 contacts →

Exact match

“We place an equal emphasis on quality financial planning and asset management, with each progressively informing the other.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5034 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11Exact matchLondon, United KingdomHQ recorded Sep 21, 202651-20029 contacts →

Exact match

“Radcliffe & Newlands is a well-established firm based in the City of London.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5028 contacts →

Exact match

“IPS Capital provides tailored investment management, wealth planning, and fiduciary support for HNWI, business owners, families, Deputies and professional fiduciaries.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13Exact matchLondon, United KingdomHQ recorded Sep 21, 202651-20028 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5026 contacts →

Exact match

“Humboldt Financial is a financial planning firm located in London, United Kingdom.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5026 contacts →

Exact match

“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5025 contacts →

Exact match

“Our clients tell us that truly independent advice is important to them, a view we have always shared.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5020 contacts →

Exact match

“One Financial offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5019 contacts →

Exact match

“Our Financial Planning helps you get the most from your wealth and your life.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5018 contacts →

Exact match

“Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5017 contacts →

Exact match

“Burlington Associates is a firm of Independent Financial Planners located in the City of London.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“eightfourtwo is a different and contemporary wealth management company.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5014 contacts →

Exact match

“Founded in 2007 and based at 1 Cornhill in the city of London, Riverside Financial Consultants pride ourselves on our highly personal service, offering face-to-face advice and…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23Exact matchLondon, United KingdomHQ recorded Sep 21, 20261-1013 contacts →

Exact match

“Monenti Partners provides bespoke financial planning to support you through some of life’s biggest transitions, including- Retirement planning - Building, protecting, and…”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5012 contacts →

Exact match

“Based in Knightsbridge, we look after individuals and families to help them achieve financial security and order, and live the lives they want.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25Exact matchLondon, United KingdomHQ recorded Sep 21, 202611-5012 contacts →

Exact match

“At Independent Women, we believe that when wealth is working beautifully, it will transform your world.”

Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

Showing 25 of 230 retirement planning consultants based in London, United Kingdom

See the full list, filter by size, metro and specialty, and access 1,212 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning consultants based in London, United Kingdom at a glance

As of Sep 21, 2026
36.9%Verified-email coverage
14.3Average contacts per company
1-10Median size (employees)
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
156
11-50
55
51-200
10
201-500
5
1,001-5,000
1
5,001-10,000
2
10001+
1

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 230 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with London, United Kingdom whose business descriptions match “retirement planning consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 1,212 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “retirement planning consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning consultants are there based in London, United Kingdom?

RevenueBase identified 230 company matches for retirement planning consultants associated with London, United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Chase DE Vere tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United Kingdom has the most retirement planning consultants?

London leads the United Kingdom with 230 company records, followed by Manchester (37) and Bristol (31).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,212 professional contacts with verified work emails tracked across these 230 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 SmartSearch, 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.