Company lists · Data refreshed September 2026

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

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

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 569 companies tracked

RevenueBase identified 569 company matches for senior financial planning firms associated with London, United Kingdom as of September 2026 and tracks 14,143 professional contacts across them, including 6,630 with verified work emails. Across the United Kingdom, London is the largest hub for this category.

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

569Companies

14,143Contacts tracked

6,630Verified emails

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

Ranked by team size

Top 25 of 569 company matches for senior financial planning firms based in London, 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	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
2	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	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
11	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
12	Canada Life UK Adviser	Exact match	London, United KingdomHQ recorded Sep 22, 2026	1,001-5,000	158 contacts →
	Exact match “We’re building stronger, more secure financial futures for our retirement, investment and protection customers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
13	Acuity Professional Group	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	138 contacts →
	Exact match “We are a financial Professional Services firm, committed to giving you a simple and straightforward experience and ensuring you get the sophisticated financial outcomes you want.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
14	Clearwater Wealth Management	Exact match	London, United KingdomHQ recorded Sep 22, 2026	201-500	135 contacts →
	Exact match “Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
15	Westminster Wealth Management	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	125 contacts →
	Exact match “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
16	FLM	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	111 contacts →
	Exact match “We believe managing your money should be simple.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
17	MKC Wealth	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	110 contacts →
	Exact match “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
18	Hfmc Wealth	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	100 contacts →
	Exact match “HFMC Wealth is a UK independent financial adviser specialising in high‑net‑worth clients (£1m–£5m), recognised in the FT Adviser Top 20 and Citywire Top 100.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
19	The Penny Group	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	98 contacts →
	Exact match “At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
20	Quilter Cheviot	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	93 contacts →
	Exact match “Quilter Cheviot’s Financial Planners provide forward-looking financial advice that helps you navigate the complexities of planning for your future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
21	NOVA	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	88 contacts →
	Exact match “We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
22	The FRY Group	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	85 contacts →
	Exact match “We are a team of helpful tax and financial planning experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
23	Timothy James & Partners LTD	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	73 contacts →
	Exact match “Professional service based on old-fashioned values; phones answered by real people who recognise who you are; consultants who genuinely want to get to know you; and client-adviser…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
24	Wilder COE	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	72 contacts →
	Exact match “Welcome to Wilder Coe We work hard to maximise your wealth, minimise your risk, help you to meet your deadlines and support you to achieve your goals.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase
25	Craven Street Wealth	Exact match	London, United KingdomHQ recorded Sep 22, 2026	51-200	64 contacts →
	Exact match “Craven Street Wealth is a leading Independent Chartered Financial Planning and wealth management firm, providing specialist advice to individuals, families, trustees, business…” 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 569 senior financial planning firms based in London, United Kingdom

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

As of Sep 22, 2026

46.9%Verified-email coverage

24.9Average contacts per company

1-10Median size (employees)

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

372

11-50

133

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United Kingdom list rather than for London, so it is reported there. Company counts and contact totals on this page are exact for London, over 569 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 London, 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 6,630 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 London, United Kingdom?

RevenueBase identified 569 company matches for senior financial planning firms associated with London, 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?

Evelyn Partners 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).

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 6,630 professional contacts with verified work emails tracked across these 569 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.