Company lists · Data refreshed September 2026
Top 25 Senior financial planning firms based in Manchester, United Kingdom
RevenueBase identified 71 company matches for senior financial planning firms associated with Manchester, United Kingdom as of September 2026 and tracks 490 professional contacts across them, including 261 with verified work emails. Across the United Kingdom, London is the largest hub for this category (569 companies); Manchester follows with 71.
This list covers company matches for senior financial planning firms associated with Manchester, 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 25 largest senior financial planning firms based in Manchester, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 66 contacts → | ||||
Exact match “Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 33 contacts → | ||||
Exact match “Five Wealth was founded in 2016 by five individuals, all with significant experience in the industry and an ambition to grow into the North’s leading wealth management business…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 26 contacts → | ||||
Exact match “At Hilltop, we specialise in delivering a brighter future.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “We understand no two clients or circumstances are the same.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “Pensionhelp is a firm dedicated to providing expert pensions advice.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 18 contacts → | ||||
Exact match “We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 16 contacts → | ||||
Exact match “RWA Financial Planning is a Senior Partner Practice of St.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 15 contacts → | ||||
Exact match “At Conçerva we recognise that all of our clients are unique.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 13 contacts → | ||||
Exact match “The company can trace its origins to 1973 when Alan Torevell founded Torevell Mahon, one of Manchester’s first financial advisory firms.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 13 contacts → | ||||
Exact match “We’re a team of experienced Independent Financial Advisers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 12 contacts → | ||||
Exact match “Smart Financial’s ‘Why?’ is to empower our clients to achieve and maintain the life they want without fear of ever running out of money.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 11 contacts → | ||||
Exact match “GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 10 contacts → | ||||
Exact match “Depledge Strategic Wealth Management Ltd has been created to assist clients through the maze of wealth management services and offer a truly trusted partner for the long term.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Mottram Financial Services is a chartered firm of independent financial advisers.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “Irwell Wealth Management is an Independent Financial Adviser firm based out of Barton Hall, Hardy St, Peel Green, Eccles, Manchester, United Kingdom.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Independent Financial Advice (IFA) firm specialising in pensions and retirement planning.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “Our approach is straightforward.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match “Carpenter Rees is a well established firm, which since its inception in 1996, has built up an excellent reputation for its high standard of service and extensive expertise.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “We offer a comprehensive financial planning service for all your investment and protection needs: Pension Planning When do you want to retire and how much income will you need?” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Premier Wealth Solutions offer independent financial advice to individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “RETIREMENT PROFESSIONALS LTD is a specialist at retirement company and team of Independent Financial Advisers based at 1st Floor, 3 Worsley Court, High Street, Worsley…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “At Kathryn L Wilkinson Wealth Management Ltd, we are very passionate about building long term relationships with all our clients founded on trust, excellent service and superior…” 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 71 senior financial planning firms based in Manchester, United Kingdom
See the full list, filter by size, metro and specialty, and access 261 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Senior financial planning firms based in Manchester, 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 Manchester, so it is reported there. Company counts and contact totals on this page are exact for Manchester, over 71 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 Manchester, 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 261 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 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 Belfast37
- 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 Manchester, United Kingdom?
RevenueBase identified 71 company matches for senior financial planning firms associated with Manchester, 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?
Pareto Financial Planning 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 261 professional contacts with verified work emails tracked across these 71 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 71 senior financial planning firms based in Manchester, United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
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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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- New lists
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Company intelligence · public preview
Top 25 senior financial planning firms based in Manchester, 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 71 matching company records for senior financial planning firms based in Manchester, United Kingdom, with 490 tracked contacts and 261 verified work emails.
This public preview shows 25 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 25 senior financial planning firms based in Manchester, 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 |  Pareto Financial Planningparetofp.co.ukHQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 66 contacts → |
“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Five Wealth LTDfivewealth.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Five Wealth was founded in 2016 by five individuals, all with significant experience in the industry and an ambition to grow into the North’s leading wealth management business…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Hilltop Financial Planninghilltopfinance.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 26 contacts → |
“At Hilltop, we specialise in delivering a brighter future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Compass Financial UK Limitedcompassfin.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 26 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pensionhelppensionhelp.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Pensionhelp is a firm dedicated to providing expert pensions advice.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Throgmorton Capital Managementthrogmortoncm.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 18 contacts → |
“We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sedulo Wealthsedulowealth.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 17 contacts → |
“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  RWA Financial Planningrwafp.comHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 16 contacts → |
“RWA Financial Planning is a Senior Partner Practice of St.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Concerva Limitedconcerva.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 15 contacts → |
“At Conçerva we recognise that all of our clients are unique.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Torevell & Partnerstorevellpartners.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 13 contacts → |
“The company can trace its origins to 1973 when Alan Torevell founded Torevell Mahon, one of Manchester’s first financial advisory firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Stratton Wealth Managementstrattonwm.co.ukHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 13 contacts → |
“We’re a team of experienced Independent Financial Advisers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Smart Financialsmartfinancial.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Smart Financial’s ‘Why?’ is to empower our clients to achieve and maintain the life they want without fear of ever running out of money.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Genesis Wealth Management Limitedgeneratewealth.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 11 contacts → |
“GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Depledge Strategic Wealth Management LTDdepledgeswm.comHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 10 contacts → |
“Depledge Strategic Wealth Management Ltd has been created to assist clients through the maze of wealth management services and offer a truly trusted partner for the long term.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mottrammottram-fs.co.ukHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Mottram Financial Services is a chartered firm of independent financial advisers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Irwell Wealth Managementirwellwealthmanagement.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Irwell Wealth Management is an Independent Financial Adviser firm based out of Barton Hall, Hardy St, Peel Green, Eccles, Manchester, United Kingdom.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Eadon & CO LTDeadonco.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Independent Financial Advice (IFA) firm specialising in pensions and retirement planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Sustainable Wealth Managementsustainablewm.co.ukHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Our approach is straightforward.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Moffatt Financial Planning Limitedmoffatts.com HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 |  Carpenter Rees LTDcarpenter-rees.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Carpenter Rees is a well established firm, which since its inception in 1996, has built up an excellent reputation for its high standard of service and extensive expertise.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bluetrust Limitedbluetrust.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Clearway Financial Solutionsclearway-fs.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We offer a comprehensive financial planning service for all your investment and protection needs: Pension Planning When do you want to retire and how much income will you need?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Premier Wealth Solutions LTDpwsltd.ukHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Premier Wealth Solutions offer independent financial advice to individuals, families and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Retirement Professionals LTDretirementprofessionals.co.ukHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 3 contacts → |
“RETIREMENT PROFESSIONALS LTD is a specialist at retirement company and team of Independent Financial Advisers based at 1st Floor, 3 Worsley Court, High Street, Worsley…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Kathryn L Wilkinson Wealth Management LTDkathwilkinson.co.ukHQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 3 contacts → |
“At Kathryn L Wilkinson Wealth Management Ltd, we are very passionate about building long term relationships with all our clients founded on trust, excellent service and superior…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 71 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
71 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 Manchester, so it is reported there. Company counts and contact totals on this page are exact for Manchester, over 71 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 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 Belfast37
- 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 Manchester, United Kingdom?
The saved snapshot records 71 matching company records, 490 tracked contacts and 261 verified emails. The public preview displays 25 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 25 senior financial planning firms based in Manchester, United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/united-kingdom/manchester.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
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- Lists A-Z
- New lists
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Company intelligence · public preview
Top 25 senior financial planning firms based in Manchester, United Kingdom
RevenueBase records 71 matching company records for senior financial planning firms based in Manchester, United Kingdom, with 490 tracked contacts and 261 verified work emails.
This public preview shows 25 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 25 senior financial planning firms based in Manchester, 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 | Pareto Financial Planningparetofp.co.uk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 66 contacts → |
“Pareto Financial Planning is an award-winning independent financial planning firm, recognised in the FTAdviser Top 100 Advisers in the UK, Citywire NMA Top 100, and named a Best…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Five Wealth LTDfivewealth.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 33 contacts → |
“Five Wealth was founded in 2016 by five individuals, all with significant experience in the industry and an ambition to grow into the North’s leading wealth management business…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Hilltop Financial Planninghilltopfinance.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 26 contacts → |
“At Hilltop, we specialise in delivering a brighter future.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Compass Financial UK Limitedcompassfin.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 26 contacts → |
“We understand no two clients or circumstances are the same.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pensionhelppensionhelp.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Pensionhelp is a firm dedicated to providing expert pensions advice.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Throgmorton Capital Managementthrogmortoncm.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 18 contacts → |
“We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sedulo Wealthsedulowealth.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 17 contacts → |
“At Sedulo Wealth we believe financial services can be done better, can improve the lives of our clients, and can truly add value.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | RWA Financial Planningrwafp.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 16 contacts → |
“RWA Financial Planning is a Senior Partner Practice of St.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Concerva Limitedconcerva.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 15 contacts → |
“At Conçerva we recognise that all of our clients are unique.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Torevell & Partnerstorevellpartners.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 13 contacts → |
“The company can trace its origins to 1973 when Alan Torevell founded Torevell Mahon, one of Manchester’s first financial advisory firms.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Stratton Wealth Managementstrattonwm.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 13 contacts → |
“We’re a team of experienced Independent Financial Advisers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Smart Financialsmartfinancial.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Smart Financial’s ‘Why?’ is to empower our clients to achieve and maintain the life they want without fear of ever running out of money.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Genesis Wealth Management Limitedgeneratewealth.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 11 contacts → |
“GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Depledge Strategic Wealth Management LTDdepledgeswm.com HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 10 contacts → |
“Depledge Strategic Wealth Management Ltd has been created to assist clients through the maze of wealth management services and offer a truly trusted partner for the long term.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mottrammottram-fs.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 8 contacts → |
“Mottram Financial Services is a chartered firm of independent financial advisers.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Irwell Wealth Managementirwellwealthmanagement.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Irwell Wealth Management is an Independent Financial Adviser firm based out of Barton Hall, Hardy St, Peel Green, Eccles, Manchester, United Kingdom.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Eadon & CO LTDeadonco.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Independent Financial Advice (IFA) firm specialising in pensions and retirement planning.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Sustainable Wealth Managementsustainablewm.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 6 contacts → |
“Our approach is straightforward.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Moffatt Financial Planning Limitedmoffatts.com HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Carpenter Rees LTDcarpenter-rees.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 6 contacts → |
“Carpenter Rees is a well established firm, which since its inception in 1996, has built up an excellent reputation for its high standard of service and extensive expertise.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Bluetrust Limitedbluetrust.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 22 | Clearway Financial Solutionsclearway-fs.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 4 contacts → |
“We offer a comprehensive financial planning service for all your investment and protection needs: Pension Planning When do you want to retire and how much income will you need?” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Premier Wealth Solutions LTDpwsltd.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 4 contacts → |
“Premier Wealth Solutions offer independent financial advice to individuals, families and businesses.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Retirement Professionals LTDretirementprofessionals.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 3 contacts → |
“RETIREMENT PROFESSIONALS LTD is a specialist at retirement company and team of Independent Financial Advisers based at 1st Floor, 3 Worsley Court, High Street, Worsley…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Kathryn L Wilkinson Wealth Management LTDkathwilkinson.co.uk HQ: Manchester, United KingdomReported employees: 1-10 | Manchester, United Kingdom | 1-10 | Exact match | 3 contacts → |
“At Kathryn L Wilkinson Wealth Management Ltd, we are very passionate about building long term relationships with all our clients founded on trust, excellent service and superior…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 71 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
71 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 Manchester, so it is reported there. Company counts and contact totals on this page are exact for Manchester, over 71 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 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 Belfast37
- 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 Manchester, United Kingdom?
The saved snapshot records 71 matching company records, 490 tracked contacts and 261 verified emails. The public preview displays 25 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 25 senior financial planning firms based in Manchester, United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/senior-financial-planning-firms/united-kingdom/manchester.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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