Company lists · Data refreshed September 2026

Top 18 Retirement planning services based in Leeds, United Kingdom

RevenueBase identified 42 retirement planning services headquartered in Leeds, United Kingdom as of September 2026 and tracks 510 professional contacts across them, including 257 with verified work emails. London is the largest hub.

This list covers retirement planning services headquartered in Leeds, 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 21, 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 21, 2026 86% judged on-target in blind review
42Companies
510Contacts tracked
257Verified emails
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The 18 largest retirement planning services based in Leeds, United Kingdom

Ranked by team size
Top 18 of 42 retirement planning services based in Leeds, United Kingdom, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning services: 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 evidenceLeeds, United KingdomHQ checked Sep 21, 2026201-500339 contacts →

Indirect evidence

“2plan wealth management is the UK's largest independent advisory firm.”

Source: RevenueBase Database · checked Sep 21, 2026
2Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-1010 contacts →

Indirect evidence

“Whether you’re looking for business or individual personal financial advice, the first and foremost thing you need to know is that you can trust your advisers.”

Source: RevenueBase Database · checked Sep 21, 2026
3Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 202611-5010 contacts →

Indirect evidence

“At Berry & Oak, it's our mission to help you and your family live the life you want, free from worries about what the future might hold.”

Source: RevenueBase Database · checked Sep 21, 2026
4Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 21, 2026
5Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“Based in the financial centre of Leeds, MacIntosh James & Partners provides unrivalled wealth management services to meet the personal needs of our clients.”

Source: RevenueBase Database · checked Sep 21, 2026
6Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 202611-508 contacts →

Indirect evidence

“CLARITY WEALTH LIMITED is a financial services company based out of United Kingdom.”

Source: RevenueBase Database · checked Sep 21, 2026
7Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-105 contacts →

Indirect evidence

“Creating financial freedom by delivering end-to-end investment strategies to meet our client’s needs.”

Source: RevenueBase Database · checked Sep 21, 2026
8Partial evidenceLeeds, United KingdomHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Cove Financial Planning is an independent financial planning business.”

Source: RevenueBase Database · checked Sep 21, 2026
9Partial evidenceLeeds, United KingdomHQ checked Sep 21, 20261-104 contacts →

Partial evidence

“Discover our independent financial advice… Wherever you are on your financial planning journey, our team of experienced independent financial advisers are here to help you build a…”

Source: RevenueBase Database · checked Sep 21, 2026
10Partial evidenceLeeds, United KingdomHQ checked Sep 21, 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 21, 2026
11Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-103 contacts →

Indirect evidence

“We believe great financial advice begins with understanding your life and what is important to you.”

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“Welcome to Agile.”

Source: RevenueBase Database · checked Sep 21, 2026
13Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-102 contacts →

Indirect evidence

“At AD Wealth our objective is to deliver clear financial solutions which precisely match your needs by gaining a thorough understanding of your personal and business goals.”

Source: RevenueBase Database · checked Sep 21, 2026
14Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“At Pimblott Financial Solutions our approach is simple – we listen to what you need and do everything we can to ensure your experience with us is a rewarding and enjoyable one.”

Source: RevenueBase Database · checked Sep 21, 2026
15Partial evidenceLeeds, United KingdomHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Financial Planning and Wealth Management.”

Source: RevenueBase Database · checked Sep 21, 2026
16Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“Palm Financial Management - We provide bespoke financial advice and management personalised to your unique requirements, to help you achieve your financial goals”

Source: RevenueBase Database · checked Sep 21, 2026
17Indirect evidenceLeeds, United KingdomHQ checked Sep 21, 20261-101 contacts →

Indirect evidence

“You’ve built a successful business, now it’s time to build a life beyond it.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceLeeds, United KingdomHQ checked Sep 21, 20261-101 contacts →

Partial evidence

“Pensions Investments Estate Planning Mortgages Life and personal protection and insurances”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 18 of 42 retirement planning services based in Leeds, United Kingdom

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Retirement planning services based in Leeds, United Kingdom at a glance

As of Sep 21, 2026
50.4%Verified-email coverage
12.1Average contacts per company
1-10Median size (employees)
897.6%Largest-city concentration · London
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
10
51-200
1
201-500
3

Email recency for this list is measured across the whole United Kingdom list rather than for Leeds, so it is reported there. Company counts and contact totals on this page are exact for Leeds, over 42 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 services, 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 Leeds, United Kingdom whose own description of what they do matches “retirement planning services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside Leeds 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, 257 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 21, 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 retirement planning services, 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 services are there based in Leeds, United Kingdom?

RevenueBase identified 42 retirement planning services headquartered in Leeds, 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?

2plan Wealth Management LTD, headquartered in Leeds, tops this list with the largest team on record.

Which city has the most retirement planning services?

London leads with 377 headquartered companies, followed by Manchester (47) and Glasgow (44).

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 257 verified decision-maker contacts tracked across these 42 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 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 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.