Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in the United Kingdom

Name: Senior financial planning firms based in the United Kingdom
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 3,961 companies tracked

RevenueBase identified 3,961 company matches for senior financial planning firms associated with the United Kingdom as of September 2026 and tracks 45,523 professional contacts across them, including 19,964 with verified work emails. London is the largest hub.

This list covers company matches for senior financial planning firms associated with the 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 22, 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 22, 2026 How this list was built

3,961Companies

45,523Contacts tracked

19,964Verified emails

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The 25 largest senior financial planning firms based in the United Kingdom

Ranked by team size

Top 25 of 3,961 company matches for senior financial planning firms based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 22, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	St. James's Place	Exact match	Cirencester, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	4,111 contacts →
	Exact match “There’s advice that can change your day.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Evelyn Partners	Exact match	London, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	2,096 contacts →
	Exact match “Meet the people behind your future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	RBC Brewin Dolphin	Exact match	London, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	1,927 contacts →
	Exact match “RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Wesleyan	Exact match	Birmingham, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	1,097 contacts →
	Exact match “Your money should work as hard as you do.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Schroders Personal Wealth	Exact match	London, United KingdomHQ recorded Sep 22, 2026	501-1,000	721 contacts →
	Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Succession Wealth	Exact match	Birmingham, United KingdomHQ recorded Sep 22, 2026	501-1,000	689 contacts →
	Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Fairstone Group LTD	Exact match	Sunderland, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	593 contacts →
	Exact match “Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Chase DE Vere	Exact match	London, United KingdomHQ recorded Sep 22, 2026	201-500	589 contacts →
	Exact match “At Chase de Vere, we believe the only worthwhile advice is independent advice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Ascot Lloyd	Exact match	Birmingham, United KingdomHQ recorded Sep 22, 2026	501-1,000	489 contacts →
	Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	SUN Life Financial Of Canada UK	Exact match	Basingstoke, United KingdomHQ recorded Sep 22, 2026	51-200	434 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	Close Brothers Asset Management	Exact match	Liverpool Street, United KingdomHQ recorded Sep 22, 2026	501-1,000	392 contacts →
	Exact match “Expert investment management and financial planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Perspective Financial Group LTD	Exact match	Chorley, United KingdomHQ recorded Sep 22, 2026	501-1,000	359 contacts →
	Exact match “Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Quilter Financial Planning	Exact match	London, United KingdomHQ recorded Sep 22, 2026	501-1,000	354 contacts →
	Exact match “Established in 2006, Quilter Financial Planning has grown to become one of the UK’s largest distributors of financial advice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	2plan Wealth Management LTD	Exact match	Leeds, United KingdomHQ recorded Sep 22, 2026	201-500	339 contacts →
	Exact match “2plan wealth management is the UK's largest independent advisory firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Foster Denovo	Exact match	London, United KingdomHQ recorded Sep 22, 2026	201-500	312 contacts →
	Exact match “Foster Denovo - A multi-award winning national firm of financial advisers We are a UK-wide group with seven offices throughout the country.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Killik & CO	Exact match	London, United KingdomHQ recorded Sep 22, 2026	201-500	311 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	JM Finn	Exact match	London, United KingdomHQ recorded Sep 22, 2026	201-500	311 contacts →
	Exact match “By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Benchmark Capital	Exact match	United KingdomHQ recorded Sep 22, 2026	201-500	297 contacts →
	Exact match “We set the benchmark for financial planning advice, technology and solutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Saltus	Exact match	London, United KingdomHQ recorded Sep 22, 2026	501-1,000	284 contacts →
	Exact match “Saltus is an independently owned financial planning and investment management company.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Wren Sterling	Exact match	Nottingham, United KingdomHQ recorded Sep 22, 2026	201-500	262 contacts →
	Exact match “Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Kingswood Group	Exact match	London, United KingdomHQ recorded Sep 22, 2026	201-500	232 contacts →
	Exact match “At Kingswood we believe everyone should have access to financial advice and be able to Protect and Grow their wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Attivo	Exact match	Cheltenham, United KingdomHQ recorded Sep 22, 2026	51-200	211 contacts →
	Exact match “We’re Attivo, Chartered, independent Lifestyle Financial Planners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	WH Ireland	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	198 contacts →
	Exact match “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	WBW Solicitors & Chartered Financial Planners	Exact match	Newton Abbot, United KingdomHQ recorded Sep 22, 2026	201-500	189 contacts →
	Exact match “WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	The Private Office TPO	Exact match	Leeds, United KingdomHQ recorded Sep 22, 2026	201-500	188 contacts →
	Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “senior financial planning firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 3,961 senior financial planning firms based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 19,964 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Senior financial planning firms based in the United Kingdom at a glance

As of Sep 22, 2026

43.9%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

14.4%Largest-city concentration · London

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

2,755

11-50

959

51-200

135

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 3,961 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 the United Kingdom whose business descriptions match “senior financial planning firms” 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 19,964 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 22, 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.

Senior financial planning firms by metro

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 “senior financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many senior financial planning firms are there based in the United Kingdom?

RevenueBase identified 3,961 company matches for senior financial planning firms associated with the 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?

St. James's Place tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most senior financial planning firms?

London leads with 569 company records, followed by Manchester (71) and Glasgow (70).

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 19,964 professional contacts with verified work emails tracked across these 3,961 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 22, 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.