Company lists · Data refreshed September 2026
Top 25 Trust and loan companies based in the United Kingdom
RevenueBase identified 429 trust and loan companies headquartered in 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 trust and loan companies headquartered in the United Kingdom, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 → | ||||
Indirect evidence “We are now Lloyds Wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 198 contacts → | ||||
Indirect evidence “WH Ireland is a financial services company offering Complete Wealth Management, Investment Management and Financial Planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 188 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 141 contacts → | ||||
Indirect evidence “Fidelius is a leading financial services company, committed to excellent customer service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 109 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 84 contacts → | ||||
Indirect evidence “Amber River True Bearing.the new name for True Bearing Chartered Financial Planners” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 72 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 48 contacts → | ||||
Indirect evidence “Helping you make better financial decisions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 34 contacts → | ||||
Indirect evidence “Sterling Streets specializes in mortgage, insurance and wealth management, dedicated to helping clients secure their financial future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 33 contacts → | ||||
Indirect evidence “At Finli, we aim to deliver a fresh approach to financial advice.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 32 contacts → | ||||
Indirect evidence “KDW Financial Planning has been providing Independent Financial Advice from our headquarters in St Albans, Hertfordshire, since 1978.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 29 contacts → | ||||
Indirect evidence “Canter Holland Ltd is a privately owned company providing high quality, independent financial advice to private and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 29 contacts → | ||||
Indirect evidence “Four Oaks Financial Services Ltd was founded by Managing Director, Martin Ward, in June 2003.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 24 contacts → | ||||
Indirect evidence “Helping you achieve your financial freedom.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 24 contacts → | ||||
Indirect evidence “IDEAL FINANCE LIMITED is a financial services company based out of THINK PARK MOSLEY ROAD TRAFFORD PARK, MANCHESTER, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 23 contacts → | ||||
Indirect evidence “KLO is a Financial Services company with offices in Warwick, Birmingham and London.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 22 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 22 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 20 contacts → | ||||
Indirect evidence “Working in certain fields can mean you have particularly complex financial requirements and little time to dedicate to them.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 20 contacts → | ||||
Indirect evidence “Clarity.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 20 contacts → | ||||
Indirect evidence “The financial decisions you make today shape your tomorrows.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 19 contacts → | ||||
Indirect evidence “Burfields House Wealth Management Ltd is a holistic Practice with offices in Goudhurst and Cranbrook, Kent.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 18 contacts → | ||||
Indirect evidence “At Just Wealth our aim is provide exceptional service to both private and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 15 contacts → | ||||
Indirect evidence “Melville Independent Plc is a financial services company based out of 10 Melville Street, Edinburgh, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 14 contacts → | ||||
Indirect evidence “eightfourtwo is a different and contemporary wealth management company.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: trust and loan companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names trust and loan companies.
- Partial evidence
- Its own public description names part of trust and loan companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name trust and loan companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 429 trust and loan companies based in the United Kingdom
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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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among trust and loan companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United Kingdom whose own description of what they do matches “trust and loan companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names trust and loan companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among trust and loan companies, and records with no verified work email. Companies headquartered outside United Kingdom are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 1,429 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Trust and loan companies by metro
- Trust and loan companies in London63
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names trust and loan companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many trust and loan companies are there based in the United Kingdom?
RevenueBase identified 429 trust and loan companies headquartered in the United Kingdom as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Schroders Personal Wealth, headquartered in London, tops this list with the largest team on record.
Which city has the most trust and loan companies?
London leads with 63 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,429 verified decision-maker contacts tracked across these 429 companies.
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.
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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 Smart Search, 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.
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