Company lists · Data refreshed September 2026
Top 18 Senior financial planning firms based in Belfast, United Kingdom
RevenueBase identified 37 company matches for senior financial planning firms associated with Belfast, United Kingdom as of September 2026 and tracks 342 professional contacts across them, including 85 with verified work emails. Across the United Kingdom, London is the largest hub for this category (569 companies); Belfast has 37.
This list covers company matches for senior financial planning firms associated with Belfast, 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.
The 18 largest senior financial planning firms based in Belfast, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 26 contacts → | ||||
Exact match “With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 20 contacts → | ||||
Exact match “As trusted advisers at the core of our client’s financial lives, Pacem develops long-term relationships which help individuals, families and entrepreneurs understand the true…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 20 contacts → | ||||
Exact match “We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 7 contacts → | ||||
Exact match “ASM Financial Planning Ltd is one of Northern Ireland's fastest growing Independent Financial Advisers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 6 contacts → | ||||
Exact match “Putting clients' needs first | Maximising our clients' financial affairs | Wealth Builders | Independent Financial Planning” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “We are a highly qualified firm based in Belfast, Northern Ireland that has been awarded Corporate Chartered Financial Planner status.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 4 contacts → | ||||
Exact match “Established in 1974 by Bob Neill and Carole Neill C.R.N.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 4 contacts → | ||||
Exact match “We are an established financial planning firm, providing services to clients in Northern Ireland; specialising in Retirement Planning, Pension Transfers, Cash Flow Planning and…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Compass is a premier provider of financial advice to individuals and businesses, based in both Belfast and Chester.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 3 contacts → | ||||
Exact match “We are a 35 year old well established firm of independent financial advisers based in Belfast.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Welcome to Hardy’s Financial Advisers,(trading name of Glenwin Hardy Ltd).” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “With over 30 Years of experience in financial services 'T Nixon associates ltd' strive to help guide and advise clients toward their desired financial standings.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 2 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “M&D Financial Management was founded in 1985, in Belfast, as an Independent Financial Advice practice for Medical and Dental professionals in Northern Ireland.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Lanyon Astor Buller is an Independent Financial Advisory practice set up by experienced industry professionals to provide an exceptional service to both individuals and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “Torch Financial Planning's (TFP) aim is simple, that is to offer independent, bespoke advice to personal and business clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “The idea to create and launch Nurture Financial came from it's Director and Financial Adviser, Simon McCullough DipPFS;"As a fully qualified professional Financial Adviser, I have…” 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 18 of 37 senior financial planning firms based in Belfast, United Kingdom
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Senior financial planning firms based in Belfast, United Kingdom at a glance
As of Sep 22, 2026Companies by employee count
Email recency for this list is measured across the whole United Kingdom list rather than for Belfast, so it is reported there. Company counts and contact totals on this page are exact for Belfast, over 37 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 Belfast, 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 85 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 in the United Kingdom
- Senior financial planning firms in London569
- Senior financial planning firms in Manchester71
- Senior financial planning firms in Glasgow70
- Senior financial planning firms in Bristol62
- Senior financial planning firms in Leeds57
- Senior financial planning firms in Edinburgh54
- Senior financial planning firms in Birmingham42
- Senior financial planning firms in Cardiff31
- Senior financial planning firms in Norwich31
- Senior financial planning firms in Nottingham28
- Senior financial planning firms in Liverpool27
- Senior financial planning firms in Newcastle Upon Tyne27
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 Belfast, United Kingdom?
RevenueBase identified 37 company matches for senior financial planning firms associated with Belfast, 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?
Legacy Wealth Management 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 senior financial planning firms?
London leads the United Kingdom with 569 company records, followed by Manchester (71) and Glasgow (70). Belfast has 37.
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 85 professional contacts with verified work emails tracked across these 37 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.
Ready to reach these companies? Verified emails and direct dials for all 37 senior financial planning firms based in Belfast, United Kingdom. Start with a free account, no credit card.
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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.
More company lists
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Company intelligence · public preview
Top 18 senior financial planning firms based in Belfast, United Kingdom
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 37 matching company records for senior financial planning firms based in Belfast, United Kingdom, with 342 tracked contacts and 85 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 senior financial planning firms based in Belfast, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Legacy Wealth Managementlegacywm.co.ukHQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 26 contacts → |
“With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | PACEMpacem-advisory.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 20 contacts → |
“As trusted advisers at the core of our client’s financial lives, Pacem develops long-term relationships which help individuals, families and entrepreneurs understand the true…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Platinum Financial Planning LTDplatinumgroup.co.uk HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 20 contacts → |
“We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ASMasmfinancialplanning.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 7 contacts → |
“ASM Financial Planning Ltd is one of Northern Ireland's fastest growing Independent Financial Advisers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Navigate IFA LTDnavigateifa.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Putting clients' needs first | Maximising our clients' financial affairs | Wealth Builders | Independent Financial Planning” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Knightsbridge Wealth Managementknightsbridgewm.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 5 contacts → |
“We are a highly qualified firm based in Belfast, Northern Ireland that has been awarded Corporate Chartered Financial Planner status.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CRN Financial Groupcrnfinancialgroup.com HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Established in 1974 by Bob Neill and Carole Neill C.R.N.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Newbridge Financial Planning LTDnewbridgefinancialplanning.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We are an established financial planning firm, providing services to clients in Northern Ireland; specialising in Retirement Planning, Pension Transfers, Cash Flow Planning and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Compass Financial Associatescompassfa.co.ukHQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Compass is a premier provider of financial advice to individuals and businesses, based in both Belfast and Chester.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bartholomew & James FS LTDbartjames.com HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 3 contacts → |
“We are a 35 year old well established firm of independent financial advisers based in Belfast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Hardy's Financialglenwinhardy.comHQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Welcome to Hardy’s Financial Advisers,(trading name of Glenwin Hardy Ltd).” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | T Nixon Associates LTDtn-associates.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 2 contacts → |
“With over 30 Years of experience in financial services 'T Nixon associates ltd' strive to help guide and advise clients toward their desired financial standings.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Conroy Financial Planningconroyfinancialplanning.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | M&d Financial Management LTDmanddfinancial.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 1 contacts → |
“M&D Financial Management was founded in 1985, in Belfast, as an Independent Financial Advice practice for Medical and Dental professionals in Northern Ireland.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lanyon Astor Bullerlanyonastorbuller.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Lanyon Astor Buller is an Independent Financial Advisory practice set up by experienced industry professionals to provide an exceptional service to both individuals and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lifetime Wealth Planninglifetime-wealth.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 1 contacts → |
“We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Torch Financial Planning LTDtorchfp.co.ukHQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Torch Financial Planning's (TFP) aim is simple, that is to offer independent, bespoke advice to personal and business clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nurture Financialnurturefinancial.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 1 contacts → |
“The idea to create and launch Nurture Financial came from it's Director and Financial Adviser, Simon McCullough DipPFS;"As a fully qualified professional Financial Adviser, I have…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 37 company matches
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Belfast, so it is reported there. Company counts and contact totals on this page are exact for Belfast, over 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Senior financial planning firms by metro in the United Kingdom
- Senior financial planning firms in London569
- Senior financial planning firms in Manchester71
- Senior financial planning firms in Glasgow70
- Senior financial planning firms in Bristol62
- Senior financial planning firms in Leeds57
- Senior financial planning firms in Edinburgh54
- Senior financial planning firms in Birmingham42
- Senior financial planning firms in Cardiff31
- Senior financial planning firms in Norwich31
- Senior financial planning firms in Nottingham28
- Senior financial planning firms in Liverpool27
- Senior financial planning firms in Newcastle Upon Tyne27
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Belfast, United Kingdom?
The saved snapshot records 37 matching company records, 342 tracked contacts and 85 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Senior financial planning firms by geography
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
- Senior financial planning firms based in Perth, Australia
- Senior financial planning firms based in Subiaco, Australia
- Senior financial planning firms based in Sydney, Australia
- Senior financial planning firms based in Belo Horizonte, Brazil
- Senior financial planning firms based in Curitiba, Brazil
- Senior financial planning firms based in Porto Alegre, Brazil
Cite this list
RevenueBase Data Team. Top 18 senior financial planning firms based in Belfast, United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/united-kingdom/belfast.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Senior financial planning firms based in Adelaide, Australia
- Senior financial planning firms based in Brisbane City, Australia
- Senior financial planning firms based in Brisbane, Australia
- Senior financial planning firms based in Melbourne, Australia
- Senior financial planning firms based in North Sydney, Australia
- Senior financial planning firms based in Parramatta, Australia
Company intelligence · public preview
Top 18 senior financial planning firms based in Belfast, United Kingdom
RevenueBase records 37 matching company records for senior financial planning firms based in Belfast, United Kingdom, with 342 tracked contacts and 85 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 senior financial planning firms based in Belfast, United Kingdom
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Legacy Wealth Managementlegacywm.co.uk HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 26 contacts → |
“With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | PACEMpacem-advisory.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 20 contacts → |
“As trusted advisers at the core of our client’s financial lives, Pacem develops long-term relationships which help individuals, families and entrepreneurs understand the true…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Platinum Financial Planning LTDplatinumgroup.co.uk HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 20 contacts → |
“We are a leading firm of Independent Financial Planners and Wealth Managers with significant experience advising individuals, businesses and partners on all aspects of their…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | ASMasmfinancialplanning.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 7 contacts → |
“ASM Financial Planning Ltd is one of Northern Ireland's fastest growing Independent Financial Advisers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Navigate IFA LTDnavigateifa.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Putting clients' needs first | Maximising our clients' financial affairs | Wealth Builders | Independent Financial Planning” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Knightsbridge Wealth Managementknightsbridgewm.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 5 contacts → |
“We are a highly qualified firm based in Belfast, Northern Ireland that has been awarded Corporate Chartered Financial Planner status.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | CRN Financial Groupcrnfinancialgroup.com HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Established in 1974 by Bob Neill and Carole Neill C.R.N.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Newbridge Financial Planning LTDnewbridgefinancialplanning.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We are an established financial planning firm, providing services to clients in Northern Ireland; specialising in Retirement Planning, Pension Transfers, Cash Flow Planning and…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Compass Financial Associatescompassfa.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Compass is a premier provider of financial advice to individuals and businesses, based in both Belfast and Chester.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bartholomew & James FS LTDbartjames.com HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 3 contacts → |
“We are a 35 year old well established firm of independent financial advisers based in Belfast.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Hardy's Financialglenwinhardy.com HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 3 contacts → |
“Welcome to Hardy’s Financial Advisers,(trading name of Glenwin Hardy Ltd).” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | T Nixon Associates LTDtn-associates.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 2 contacts → |
“With over 30 Years of experience in financial services 'T Nixon associates ltd' strive to help guide and advise clients toward their desired financial standings.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Conroy Financial Planningconroyfinancialplanning.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 2 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 14 | M&d Financial Management LTDmanddfinancial.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 1 contacts → |
“M&D Financial Management was founded in 1985, in Belfast, as an Independent Financial Advice practice for Medical and Dental professionals in Northern Ireland.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Lanyon Astor Bullerlanyonastorbuller.com HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 1 contacts → |
“Lanyon Astor Buller is an Independent Financial Advisory practice set up by experienced industry professionals to provide an exceptional service to both individuals and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Lifetime Wealth Planninglifetime-wealth.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 1 contacts → |
“We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Torch Financial Planning LTDtorchfp.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 1 contacts → |
“Torch Financial Planning's (TFP) aim is simple, that is to offer independent, bespoke advice to personal and business clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Nurture Financialnurturefinancial.co.uk HQ: Belfast, United KingdomReported employees: 1-10 | Belfast, United Kingdom | 1-10 | Exact match | 1 contacts → |
“The idea to create and launch Nurture Financial came from it's Director and Financial Adviser, Simon McCullough DipPFS;"As a fully qualified professional Financial Adviser, I have…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 37 company matches
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Senior financial planning firms: dataset insights
September 22, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
37 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United Kingdom list rather than for Belfast, so it is reported there. Company counts and contact totals on this page are exact for Belfast, over 37 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Senior financial planning firms by metro in the United Kingdom
- Senior financial planning firms in London569
- Senior financial planning firms in Manchester71
- Senior financial planning firms in Glasgow70
- Senior financial planning firms in Bristol62
- Senior financial planning firms in Leeds57
- Senior financial planning firms in Edinburgh54
- Senior financial planning firms in Birmingham42
- Senior financial planning firms in Cardiff31
- Senior financial planning firms in Norwich31
- Senior financial planning firms in Nottingham28
- Senior financial planning firms in Liverpool27
- Senior financial planning firms in Newcastle Upon Tyne27
Questions about this company list
What does Exact match mean for senior financial planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many senior financial planning firms did RevenueBase find based in Belfast, United Kingdom?
The saved snapshot records 37 matching company records, 342 tracked contacts and 85 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 18 senior financial planning firms based in Belfast, United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/united-kingdom/belfast.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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