Company lists · Data refreshed September 2026
Top 25 Trust and loan companies based in the United Kingdom
RevenueBase identified 429 company matches for trust and loan companies associated with the United Kingdom as of September 2026 and tracks 3,802 professional contacts across them, including 1,429 with verified work emails. London is the largest hub.
This list covers company matches for trust and loan companies 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 September 19, 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 trust and loan companies based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 721 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 2 | 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 19, 2026 · View company records in RevenueBase | |||||
| 3 | 188 contacts → | ||||
Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 4 | 141 contacts → | ||||
Exact match “Fidelius is a leading financial services company, committed to excellent customer service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 5 | 109 contacts → | ||||
Exact match “Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 6 | 84 contacts → | ||||
Exact match “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 7 | 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 19, 2026 · View company records in RevenueBase | |||||
| 8 | 48 contacts → | ||||
Exact match “Helping you make better financial decisions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 9 | 34 contacts → | ||||
Exact match “Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 10 | 33 contacts → | ||||
Exact match “At Finli, we aim to deliver a fresh approach to financial advice.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “KDW Financial Planning has been providing Independent Financial Advice from our headquarters in St Albans, Hertfordshire, since 1978.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 12 | 29 contacts → | ||||
Exact match “Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 13 | 29 contacts → | ||||
Exact match “Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “Helping you achieve your financial freedom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 16 | 23 contacts → | ||||
Exact match “KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Whether you are an individual looking for high quality personal financial advice, or the owner or director of a company seeking a strategic corporate financial services partner…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 19 | 20 contacts → | ||||
Exact match “Working in certain fields can mean you have particularly complex financial requirements and little time to dedicate to them.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 20 | 20 contacts → | ||||
Exact match “Clarity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 21 | 20 contacts → | ||||
Exact match “The financial decisions you make today shape your tomorrows.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 22 | 19 contacts → | ||||
Exact match “Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 23 | 18 contacts → | ||||
Exact match “At Just Wealth our aim is provide exceptional service to both private and corporate clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 24 | 15 contacts → | ||||
Exact match “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase | |||||
| 25 | 14 contacts → | ||||
Exact match “eightfourtwo is a different and contemporary wealth management company.” Recorded in the RevenueBase company graph · Sep 19, 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 “trust and loan companies”. 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 429 trust and loan companies based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 1,429 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Trust and loan companies based in the United Kingdom at a glance
As of Sep 19, 2026Companies by employee count
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 429 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 “trust and loan companies” 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 1,429 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 19, 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.
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 “trust and loan companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust and loan companies are there based in the United Kingdom?
RevenueBase identified 429 company matches for trust and loan companies associated with the 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?
Schroders Personal Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most trust and loan companies?
London leads with 63 company records, followed by Birmingham (9) and Manchester (9).
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 1,429 professional contacts with verified work emails tracked across these 429 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 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 429 trust and loan companies based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Trust and loan companies by geography
- Trust and loan companies based in Mumbai, India
- Trust and loan companies based in Australia
- Trust and loan companies based in Belgium
- Trust and loan companies based in Brazil
- Trust and loan companies based in Canada
- Trust and loan companies based in Czechia
- Trust and loan companies based in France
- Trust and loan companies based in Germany
- Trust and loan companies based in India
- Trust and loan companies based in Mexico
- Trust and loan companies based in the Netherlands
- Trust and loan companies based in Nigeria
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Trust and loan companies based in Mumbai, India
- Trust and loan companies based in Australia
- Trust and loan companies based in Belgium
- Trust and loan companies based in Brazil
- Trust and loan companies based in Canada
- Trust and loan companies based in Czechia
Company intelligence · public preview
Top 25 trust and loan companies based in the 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 429 matching company records for trust and loan companies based in the United Kingdom, with 3,802 tracked contacts and 1,429 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 19, 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 trust and loan companies based in the 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 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  WH Irelandwhirelandplc.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Fideliusfidelius.co.ukHQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 141 contacts → |
“Fidelius is a leading financial services company, committed to excellent customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 109 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Amber River True Bearingamberriver.comHQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Wilder COEwildercoe.co.ukHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 72 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lyndhurst Financial Management LTDlyndhurstfm.co.ukHQ: Harpenden, United KingdomReported employees: 51-200 | Harpenden, United Kingdom | 51-200 | Exact match | 48 contacts → |
“Helping you make better financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 34 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 33 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | KDW Financial Planningkdw.co.uk HQ: St Albans, United KingdomReported employees: 11-50 | St Albans, United Kingdom | 11-50 | Exact match | 32 contacts → |
“KDW Financial Planning has been providing Independent Financial Advice from our headquarters in St Albans, Hertfordshire, since 1978.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Canter Hollandcanterholland.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ideal Finance Limitedidealfinance.lk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 24 contacts → |
“IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KLO Financial Servicesklofinancialservices.com HQ: Warwick, United KingdomReported employees: 11-50 | Warwick, United Kingdom | 11-50 | Exact match | 23 contacts → |
“KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TSP Wealthtsp-wealth.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Brunsdon Financialbrunsdonfinancial.co.uk HQ: Gloucester, United KingdomReported employees: 11-50 | Gloucester, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Whether you are an individual looking for high quality personal financial advice, or the owner or director of a company seeking a strategic corporate financial services partner…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Highwood Financial Serviceshighwood.co.uk HQ: Watford, United KingdomReported employees: 11-50 | Watford, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Working in certain fields can mean you have particularly complex financial requirements and little time to dedicate to them.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Centurion Chartered Financial Plannerscenturioncfp.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Clarity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | PEMpem.co.uk HQ: Cambridge, United KingdomReported employees: 201-500 | Cambridge, United Kingdom | 201-500 | Exact match | 20 contacts → |
“The financial decisions you make today shape your tomorrows.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Burfields House Wealth Management LTDburfieldshousewm.co.uk HQ: Goudhurst, United KingdomReported employees: 11-50 | Goudhurst, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Just Wealthjustwealth.co.uk HQ: United Kigndom, United KingdomReported employees: 201-500 | United Kigndom, United Kingdom | 201-500 | Exact match | 18 contacts → |
“At Just Wealth our aim is provide exceptional service to both private and corporate clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Melville Independent PLCmi-plc.co.ukHQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Eightfourtwoeightfourtwo.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“eightfourtwo is a different and contemporary wealth management company.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 429 company matches
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Trust and loan companies: dataset insights
September 19, 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
418 records in the displayed employee bands.
11 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 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 429 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 19, 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 ↗
Questions about this company list
What does Exact match mean for trust and loan companies?
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 trust and loan companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 429 matching company records, 3,802 tracked contacts and 1,429 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 19, 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
Trust and loan companies by geography
- Trust and loan companies based in Mumbai, India
- Trust and loan companies based in Australia
- Trust and loan companies based in Belgium
- Trust and loan companies based in Brazil
- Trust and loan companies based in Canada
- Trust and loan companies based in Czechia
- Trust and loan companies based in France
- Trust and loan companies based in Germany
- Trust and loan companies based in India
- Trust and loan companies based in Mexico
- Trust and loan companies based in the Netherlands
- Trust and loan companies based in Nigeria
Cite this list
RevenueBase Data Team. Top 25 trust and loan companies based in the United Kingdom. Snapshot: September 19, 2026. https://revenuebase.ai/companies/trust-and-loan-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Trust and loan companies based in Mumbai, India
- Trust and loan companies based in Australia
- Trust and loan companies based in Belgium
- Trust and loan companies based in Brazil
- Trust and loan companies based in Canada
- Trust and loan companies based in Czechia
Company intelligence · public preview
Top 25 trust and loan companies based in the United Kingdom
RevenueBase records 429 matching company records for trust and loan companies based in the United Kingdom, with 3,802 tracked contacts and 1,429 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 19, 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 trust and loan companies based in the 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 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | WH Irelandwhirelandplc.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 198 contacts → |
“WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Fideliusfidelius.co.uk HQ: Bath, United KingdomReported employees: 51-200 | Bath, United Kingdom | 51-200 | Exact match | 141 contacts → |
“Fidelius is a leading financial services company, committed to excellent customer service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cooper Associates Groupthecooperway.com HQ: Taunton, United KingdomReported employees: 51-200 | Taunton, United Kingdom | 51-200 | Exact match | 109 contacts → |
“Starting from the simple principle that every client should be treated as our only client, our foundations are based on trust, experience and outstanding service.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Amber River True Bearingamberriver.com HQ: Chorley, United KingdomReported employees: 51-200 | Chorley, United Kingdom | 51-200 | Exact match | 84 contacts → |
“Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Wilder COEwildercoe.co.uk HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 72 contacts → |
“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 description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lyndhurst Financial Management LTDlyndhurstfm.co.uk HQ: Harpenden, United KingdomReported employees: 51-200 | Harpenden, United Kingdom | 51-200 | Exact match | 48 contacts → |
“Helping you make better financial decisions.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sterling Streetsterlingstreet.co.uk HQ: Billericay, United KingdomReported employees: 51-200 | Billericay, United Kingdom | 51-200 | Exact match | 34 contacts → |
“Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Finli Ipwmfinli.co.uk HQ: Wakefield, United KingdomReported employees: 51-200 | Wakefield, United Kingdom | 51-200 | Exact match | 33 contacts → |
“At Finli, we aim to deliver a fresh approach to financial advice.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | KDW Financial Planningkdw.co.uk HQ: St Albans, United KingdomReported employees: 11-50 | St Albans, United Kingdom | 11-50 | Exact match | 32 contacts → |
“KDW Financial Planning has been providing Independent Financial Advice from our headquarters in St Albans, Hertfordshire, since 1978.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Canter Hollandcanterholland.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Four Oaks Financial Servicesfouroaksfs.com HQ: Lichfield, United KingdomReported employees: 11-50 | Lichfield, United Kingdom | 11-50 | Exact match | 29 contacts → |
“Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HJP Chartered Financial Plannershjpcfp.com HQ: Dorking, United KingdomReported employees: 11-50 | Dorking, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Helping you achieve your financial freedom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Ideal Finance Limitedidealfinance.lk HQ: Manchester, United KingdomReported employees: 51-200 | Manchester, United Kingdom | 51-200 | Exact match | 24 contacts → |
“IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | KLO Financial Servicesklofinancialservices.com HQ: Warwick, United KingdomReported employees: 11-50 | Warwick, United Kingdom | 11-50 | Exact match | 23 contacts → |
“KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | TSP Wealthtsp-wealth.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“TSP Wealth is an independent, family-run financial planning firm with whole of market access.Founded by two brothers, Ricky and Rajeev Satija, our company combines decades of…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Brunsdon Financialbrunsdonfinancial.co.uk HQ: Gloucester, United KingdomReported employees: 11-50 | Gloucester, United Kingdom | 11-50 | Exact match | 22 contacts → |
“Whether you are an individual looking for high quality personal financial advice, or the owner or director of a company seeking a strategic corporate financial services partner…” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Highwood Financial Serviceshighwood.co.uk HQ: Watford, United KingdomReported employees: 11-50 | Watford, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Working in certain fields can mean you have particularly complex financial requirements and little time to dedicate to them.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Centurion Chartered Financial Plannerscenturioncfp.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Clarity.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | PEMpem.co.uk HQ: Cambridge, United KingdomReported employees: 201-500 | Cambridge, United Kingdom | 201-500 | Exact match | 20 contacts → |
“The financial decisions you make today shape your tomorrows.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Burfields House Wealth Management LTDburfieldshousewm.co.uk HQ: Goudhurst, United KingdomReported employees: 11-50 | Goudhurst, United Kingdom | 11-50 | Exact match | 19 contacts → |
“Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Just Wealthjustwealth.co.uk HQ: United Kigndom, United KingdomReported employees: 201-500 | United Kigndom, United Kingdom | 201-500 | Exact match | 18 contacts → |
“At Just Wealth our aim is provide exceptional service to both private and corporate clients.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Melville Independent PLCmi-plc.co.uk HQ: Edinburgh, United KingdomReported employees: 11-50 | Edinburgh, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Eightfourtwoeightfourtwo.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 14 contacts → |
“eightfourtwo is a different and contemporary wealth management company.” Recorded description excerpt · September 19, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 429 company matches
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Trust and loan companies: dataset insights
September 19, 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
418 records in the displayed employee bands.
11 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 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 429 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 19, 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 ↗
Questions about this company list
What does Exact match mean for trust and loan companies?
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 trust and loan companies did RevenueBase find based in the United Kingdom?
The saved snapshot records 429 matching company records, 3,802 tracked contacts and 1,429 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 19, 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 trust and loan companies based in the United Kingdom. Snapshot: September 19, 2026. https://revenuebase.ai/companies/trust-and-loan-companies/united-kingdom.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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