Company lists · Data refreshed September 2026

Top 25 Retirement planning platforms based in the United Kingdom

RevenueBase identified 78 retirement planning platforms headquartered in the United Kingdom as of September 2026 and tracks 1,787 professional contacts across them, including 427 with verified work emails. London is the largest hub.

This list covers retirement planning platforms 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 29, 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 29, 2026 86% judged on-target in blind review
78Companies
1,787Contacts tracked
427Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest retirement planning platforms based in the United Kingdom

Ranked by team size
Top 25 of 78 retirement planning platforms based in the United Kingdom, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning platforms: 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 evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 29, 202651-200176 contacts →

Indirect evidence

“Reeves helps successful individuals enjoy their future.”

Source: RevenueBase Database · checked Sep 29, 2026
2Strong evidenceSalisbury, United KingdomHQ checked Sep 29, 2026201-500149 contacts →

Strong evidence

“As a specialist platform for retirement wealth planning, James Hay works with advisers to help investors successfully navigate the second half of their financial lives.”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceUnited KingdomHQ checked Sep 29, 202651-200105 contacts →

Indirect evidence

“At Wealth Wizards, we believe everyone should have access to high-quality financial advice.”

Source: RevenueBase Database · checked Sep 29, 2026
4Indirect evidenceLondon, United KingdomHQ checked Sep 29, 2026201-50088 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidencePortsmouth, United KingdomHQ checked Sep 29, 202651-20070 contacts →

Indirect evidence

“Dunstan Thomas (DT) are a leading UK WealthTech partner, having spent over 30 years at the heart of WealthTech innovation.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidencePreston Farm, United KingdomHQ checked Sep 29, 202651-20030 contacts →

Partial evidence

“At Joslin Rhodes, we believe retirement should be about more than just money.”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceTadworth, United KingdomHQ checked Sep 29, 2026n/a20 contacts →

Strong evidence

“Fidelity Adviser Solutions is a leading investment and retirement services platform that provides an extensive range of support for intermediary and institutional clients.”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidencePlymouth, United KingdomHQ checked Sep 29, 202611-5018 contacts →

Partial evidence

“We believe everyone should live their best years in retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
9Indirect evidenceCanary Wharf, United KingdomHQ checked Sep 29, 202611-5018 contacts →

Indirect evidence

“Passionate about Helping You to Live Life On Your Terms, Retire Early and Build Generational Wealth.”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceBirmingham, United KingdomHQ checked Sep 29, 20261-1014 contacts →

Partial evidence

“Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.”

Source: RevenueBase Database · checked Sep 29, 2026
11Partial evidenceBearsden, United KingdomHQ checked Sep 29, 20261-1013 contacts →

Partial evidence

“Everyone will need to ask themselves the same question one day."How to put together everything I have to get what I want for the rest of my days in retirement" Once someone…”

Source: RevenueBase Database · checked Sep 29, 2026
12Indirect evidenceGuildford, United KingdomHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“Informed Pensions is an investment management company based out of Guildford, United Kingdom.”

Source: RevenueBase Database · checked Sep 29, 2026
13Strong evidenceDoncaster, United KingdomHQ checked Sep 29, 202611-5012 contacts →

Strong evidence

“We are financial advice firm that specialises in pensions and investments, with cutting-edge technology to help our clients make informed decisions about their retirement planning.”

Source: RevenueBase Database · checked Sep 29, 2026
14Partial evidenceMaldon, United KingdomHQ checked Sep 29, 20261-1011 contacts →

Partial evidence

“Helping you to live a happier, healthier and wealthier retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
15Partial evidenceCroydon, United KingdomHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“Miller Knight is a financial planning and advisory company, established in 2001, that specialises in ensuring people make the most of their money as they approach and enter into…”

Source: RevenueBase Database · checked Sep 29, 2026
16Partial evidenceLondon, United KingdomHQ checked Sep 29, 20261-106 contacts →

Partial evidence

“Jarvis is your new retirement tool packed with the latest technology in a user-friendly mobile application.”

Source: RevenueBase Database · checked Sep 29, 2026
17Indirect evidenceLondon, United KingdomHQ checked Sep 29, 202611-505 contacts →

Indirect evidence

“Financial Relationships LLP offers a range of services backed by knowledge, expertise and experience.”

Source: RevenueBase Database · checked Sep 29, 2026
18Partial evidenceNewcastle Upon Tyne, United KingdomHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“RetireRight.uk provides financial advisors with a faster, more efficient way to plan retirement income and review client suitability.”

Source: RevenueBase Database · checked Sep 29, 2026
19Indirect evidenceBristol, United KingdomHQ checked Sep 29, 202611-504 contacts →

Indirect evidence

“At Pension Pig, we take time to get to know your individual circumstances and help you make an informed decision all in the comfort of your own home.”

Source: RevenueBase Database · checked Sep 29, 2026
20Partial evidencePreston, United KingdomHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“Two10 was set up in 2022 because we know financial planning makes a massive difference to people’s lives.”

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceLeeds, United KingdomHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“RETIREMENT SYSTEMS LTD is software company specialising in retirement financial products including our free retirement portal AMS Retirement.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceSouth East, United KingdomHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“We are proud to be a partner of M&G Advice.”

Source: RevenueBase Database · checked Sep 29, 2026
23Indirect evidenceDunfermline, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We provide well researched, creative, sound advice in a tax efficient way to all of our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“We have created a digital customer journey that is intuitive, using behavioural science and an algorithm to calculate a sustainable income amount.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceLondon, United KingdomHQ checked Sep 29, 20261-103 contacts →

Indirect evidence

“Later-life risk isn’t a future problem - it’s already eroding client relationships, increasing claims, and triggering unplanned withdrawals.”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 78 retirement planning platforms based in the United Kingdom

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 427 reachable decision-makers.

Free signup · no credit card

View the full list →

Retirement planning platforms based in the United Kingdom at a glance

As of Sep 29, 2026
23.9%Verified-email coverage
22.9Average contacts per company
1-10Median size (employees)
34.6%Largest-city concentration · London
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
14
51-200
5
201-500
5
501-1,000
2
5,001-10,000
2

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 78 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 platforms, 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 “retirement planning platforms”. 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 platforms), 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 platforms, 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, 427 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 29, 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 platforms by metro

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 platforms, 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 platforms are there based in the United Kingdom?

RevenueBase identified 78 retirement planning platforms 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?

Reeves, headquartered in Newcastle Upon Tyne, tops this list with the largest team on record.

Which city has the most retirement planning platforms?

London leads with 27 headquartered companies, followed by Bristol (3) and Leeds (3).

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 427 verified decision-maker contacts tracked across these 78 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 29, 2026.

Ready to reach these companies? Verified emails and direct dials for all 78 retirement planning platforms 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.