Company lists · Data refreshed November 2026

Top 25 Special needs planning services based in the United Kingdom

RevenueBase identified 264 company matches for special needs planning services associated with the United Kingdom as of November 2026 and tracks 1,257 professional contacts across them, including 543 with verified work emails. London is the largest hub.

This list covers company matches for special needs planning services associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 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 Nov 6, 2026 How this list was built
264Companies
1,257Contacts tracked
543Verified emails
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The 25 largest special needs planning services based in the United Kingdom

Ranked by team size
Top 25 of 264 company matches for special needs planning services based in the United Kingdom, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMarket Drayton, United KingdomHQ recorded Nov 6, 2026201-500101 contacts →

Exact match

“Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchBath, United KingdomHQ recorded Nov 6, 202651-20096 contacts →

Exact match

“Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchPreston Farm, United KingdomHQ recorded Nov 6, 202651-20031 contacts →

Exact match

“At Joslin Rhodes, we believe retirement should be about more than just money.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchWakefield, United KingdomHQ recorded Nov 6, 202651-20030 contacts →

Exact match

“At Finli, we aim to deliver a fresh approach to financial advice.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchBury, United KingdomHQ recorded Nov 6, 202611-5029 contacts →

Exact match

“A hand selected team of highly trained Estate Planning Consultants across the UK supported by a skilled, diligent and detail focused drafting team who together provide an…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchEast Kilbride, United KingdomHQ recorded Nov 6, 202611-5027 contacts →

Exact match

“Take the first step towards peace of mind.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchThame, United KingdomHQ recorded Nov 6, 202611-5024 contacts →

Exact match

“Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact matchSmeeth, United KingdomHQ recorded Nov 6, 20261-1023 contacts →

Exact match

“Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchDorking, United KingdomHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Helping you achieve your financial freedom.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5023 contacts →

Exact match

“Specialist, fixed fee financial planning tailored to high net worth individuals and families, Niche Private Clients offers experience and expertise to assist you in making long…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchPeterborough, United KingdomHQ recorded Nov 6, 202611-5020 contacts →

Exact match

“W&P Legal focus on helping individuals and families with their estate planning needs.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchCheshire, United KingdomHQ recorded Nov 6, 2026201-50019 contacts →

Exact match

“We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchDawlish, United KingdomHQ recorded Nov 6, 202611-5018 contacts →

Exact match

“Here at LCS, we provide a friendly and professional service.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchInverness, United KingdomHQ recorded Nov 6, 202611-5017 contacts →

Exact match

“Watson Wood Financial Planning is an independent financial planning firm providing unbiased, expert advice to private individuals, business owners, families and trusts.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchLondon, United KingdomHQ recorded Nov 6, 202611-5015 contacts →

Exact match

“Aspinalls is a specialist financial planning practice committed to delivering highly personalised services to individual private clients, families and their Trusts, Estates and…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchLeicester, United KingdomHQ recorded Nov 6, 20261-1012 contacts →

Exact match

“We are a firm of specialists in Wills, Trusts, Lasting Power of Attorney, Probate and Inheritance Tax Planning.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchLondon, United KingdomHQ recorded Nov 6, 20261-1010 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchHartley Wintney, United KingdomHQ recorded Nov 6, 202611-509 contacts →

Exact match

“The future is always uncertain, but working together you can be prepared.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchDunfermline, United KingdomHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Many of our clients and their families have been with us for many years, and we are truly family solicitors.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchSevenoaks, United KingdomHQ recorded Nov 6, 202611-508 contacts →

Exact match

“Integrity • Trust • Experience”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchSwindon, United KingdomHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Financial planning is at the heart of everything we do.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchEdinburgh, United KingdomHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Oliver Asset Management provides world class financial planning to individuals and businesses.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchHale, United KingdomHQ recorded Nov 6, 202611-507 contacts →

Exact match

“Gresham Wealth Management Ltd is an Independent Financial Advisory (IFA) firm based in Hale, Cheshire and is directly regulated by the Financial Conduct Authority.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchBirmingham, United KingdomHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Margetts Wealth Management is a financial services company based on the edge of the Jewellery Quarter in Birmingham”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchChippenham, United KingdomHQ recorded Nov 6, 20261-107 contacts →

Exact match

“Estate planning can be a very complex emotional subject, and what was sufficient planning a decade ago probably isn’t sufficient in today's world.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 264 special needs planning services based in the United Kingdom

See the full list, filter by size, metro and specialty, and access 543 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Special needs planning services based in the United Kingdom at a glance

As of Nov 6, 2026
43.2%Verified-email coverage
4.8Average contacts per company
1-10Median size (employees)
10.2%Largest-city concentration · London
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
198
11-50
49
51-200
10
201-500
4

Email recency for this list is measured worldwide rather than for United Kingdom, so it is reported there. Company counts and contact totals on this page are exact for United Kingdom, over 264 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with the United Kingdom whose business descriptions match “special needs planning services” 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 543 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 November 6, 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.

Special needs planning services by metro

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “special needs planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many special needs planning services are there based in the United Kingdom?

RevenueBase identified 264 company matches for special needs planning services associated with the United Kingdom as of November 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?

Honey Legal tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most special needs planning services?

London leads with 27 company records, followed by Bristol (5) and Edinburgh (5).

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 543 professional contacts with verified work emails tracked across these 264 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 November 6, 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.