Company lists · Data refreshed September 2026

Top 25 Senior financial planning firms based in Edinburgh, United Kingdom

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 54 companies tracked

RevenueBase identified 54 company matches for senior financial planning firms associated with Edinburgh, United Kingdom as of September 2026 and tracks 619 professional contacts across them, including 194 with verified work emails. Across the United Kingdom, London is the largest hub for this category (569 companies); Edinburgh has 54.

This list covers company matches for senior financial planning firms associated with Edinburgh, 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

54Companies

619Contacts tracked

194Verified emails

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The 25 largest senior financial planning firms based in Edinburgh, United Kingdom

Ranked by team size

Top 25 of 54 company matches for senior financial planning firms based in Edinburgh, 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	Adam & Company, Part Of Canaccord Wealth	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	130 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
2	Scotia Wealth Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	95 contacts →
	Exact match “We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
3	Mchardy Private Wealth LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	38 contacts →
	Exact match “Chartered Financial Planning offering independent financial advice and cash flow modelling” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
4	Carbon Financial Partners LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	31 contacts →
	Exact match “Carbon Financial Partners Limited is one of the UK's leading financial planning and investment advice firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
5	Principal & Prosper	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	29 contacts →
	Exact match “Principal & Prosper is a firm of experienced Chartered Financial Advisers with offices in Edinburgh and Glasgow.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
6	Anderson Strathern Asset Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	24 contacts →
	Exact match “Anderson Strathern Asset Management Limited is a boutique investment management, financial planning, pensions and general insurance practice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
7	Tweed Wealth Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	23 contacts →
	Exact match “Forward-thinking financial planners for individuals, families and business owners.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
8	Sutherland Independent	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	18 contacts →
	Exact match “Chartered Financial Planning Business” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
9	Waverton Wealth	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	16 contacts →
	Exact match “Waverton Wealth are one of Scotland’s leading wealth management and financial planning firms focused on corporate and private clients across the UK.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
10	Seven Street Wealth	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	14 contacts →
	Exact match “We believe that our role is not just to provide financial advice but to guide you through life’s financial decisions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
11	336 Financial Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “336 Financial Management Ltd deal with a wide range of clients with differing needs and objectives, however, together we have a common goal which is to help our clients achieve…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
12	Hunter Wealth Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “We provide clear unbiased advice following a thorough consultation and extensive fund and product research.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Hamilton	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	9 contacts →
	Exact match “Straightforward financial planning and investment advice tailored to you.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Hastings Investment Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “At Hastings Investment Management we believe anything is possible when you manage your money the right way.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	GMB Portfolio Services LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “GMB Portfolio Services Ltd are Independent Financial Advisers based at 2 Houstoun Interchange, Livingston, EH54 5DW” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	Executive Wealth Services	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	6 contacts →
	Exact match “Based in Edinburgh but serving clients throughout Scotland and the North of England, EWS Financial Advisers are independent financial advisers (IFAs) offering impartial financial…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	Murray Asset Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	5 contacts →
	Exact match “Murray Asset Management is an independent investment management and financial planning firm based in Edinburgh.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Oliver Asset Management	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	5 contacts →
	Exact match “Oliver Asset Management provides world class financial planning to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	Verity Financial Planners LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Balmoral Asset Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	3 contacts →
	Exact match “Balmoral is renowned for its expert and detailed knowledge of investments, tax planning and pensions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	Aspire Wealth Management LTD	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “Aspire Wealth Management Ltd is a boutique independent financial advisory practice based out of 21 Lansdowne Crescent, Edinburgh, Scotland, United Kingdom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	Bluesky Independent Wealth Managers	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match “LIFESTYLE FINANCIAL PLANNERS In partnership we will work with you with the aim to grow, protect and preserve your wealth so that you can focus on the important things in life…….” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	JM IFA	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Johnston Financial Limited	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	11-50	2 contacts →
	Exact match “If you are looking for an adviser who will take time to listen to and understand your financial goals and expectations.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Headsup Wealth	Exact match	Edinburgh, United KingdomHQ recorded Sep 22, 2026	1-10	2 contacts →
	Exact match “WE'LL TURN YOUR COMPLICATED FINANCIAL AFFAIRS INTO A CLEAR, STRATEGIC PLAN.” 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 54 senior financial planning firms based in Edinburgh, United Kingdom

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Senior financial planning firms based in Edinburgh, United Kingdom at a glance

As of Sep 22, 2026

31.3%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United Kingdom list rather than for Edinburgh, so it is reported there. Company counts and contact totals on this page are exact for Edinburgh, over 54 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 Edinburgh, 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 194 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

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 Edinburgh, United Kingdom?

RevenueBase identified 54 company matches for senior financial planning firms associated with Edinburgh, 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?

Adam & Company, Part Of Canaccord Wealth 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). Edinburgh has 54.

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 194 professional contacts with verified work emails tracked across these 54 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.