Company lists · Data refreshed September 2026
Top 25 Wealth management advisors based in Manchester, United Kingdom
RevenueBase identified 57 wealth management advisors headquartered in Manchester, United Kingdom as of September 2026 and tracks 423 professional contacts across them, including 223 with verified work emails. London is the largest hub.
This list covers wealth management advisors headquartered in Manchester, 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 wealth management advisors based in Manchester, United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 66 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 62 contacts → | ||||
Indirect evidence “We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 33 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 26 contacts → | ||||
Indirect evidence “We understand no two clients or circumstances are the same.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Partial evidence “We help people throughout the country to achieve their financial goals by providing personalised financial planning and expert investment management services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Indirect evidence “RWA Financial Planning is a Senior Partner Practice of St.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Indirect evidence “At Conçerva we recognise that all of our clients are unique.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 13 contacts → | ||||
Partial evidence “The company can trace its origins to 1973 when Alan Torevell founded Torevell Mahon, one of Manchester’s first financial advisory firms.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 11 contacts → | ||||
Strong evidence “GENESIS WEALTH MANAGEMENT LIMITED are independent financial advisers with offices in Manchester and Glasgow.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 10 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Strong evidence “Irwell Wealth Management is an Independent Financial Adviser firm based out of Barton Hall, Hardy St, Peel Green, Eccles, Manchester, United Kingdom.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Strong evidence “Verax Financial Solutions provides Wealth Management expertise to our clients around the world.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Partial evidence “Premier Wealth Solutions offer independent financial advice to individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “Cottons Financial Planning Ltd is a specialist business; providing financial services and advice to both individuals and companies.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Delivering exceptional financial advice to help you achieve a secure and independent financial future.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “Thoughtful and Purposeful Financial Planning We’re a team of innovators and idealists.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Mortgage, Insurances, Will & Estate Planning” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “MWM offers you over 40 years combined experience from both small and national financial advisory practices.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Guiding you and your family towards your goals Independent financial advice, delivered with integrity.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Strong evidence “David Hester Wealth Management offers clients bespoke financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence “We are a firm of financial planners serving clients across the UK from our offices in central Manchester.” 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: wealth management advisors. 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 wealth management advisors.
- Partial evidence
- Its own public description names part of wealth management advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management advisors. 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 57 wealth management advisors based in Manchester, United Kingdom
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Wealth management advisors based in Manchester, United Kingdom at a glance
As of Sep 19, 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 57 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 wealth management advisors, 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 Manchester, United Kingdom whose own description of what they do matches “wealth management advisors”. 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 wealth management advisors), 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 wealth management advisors, and records with no verified work email. Companies headquartered outside Manchester 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, 223 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.
Wealth management advisors by metro in the United Kingdom
- Wealth management advisors in London696
- Wealth management advisors in Manchester57
- Wealth management advisors in Edinburgh47
- Wealth management advisors in Leeds45
- Wealth management advisors in Glasgow42
- Wealth management advisors in Bristol40
- Wealth management advisors in Birmingham31
- Wealth management advisors in Belfast25
- Wealth management advisors in Nottingham25
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 wealth management advisors, 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 wealth management advisors are there based in Manchester, United Kingdom?
RevenueBase identified 57 wealth management advisors headquartered in Manchester, 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?
Pareto Financial Planning, headquartered in Manchester, tops this list with the largest team on record.
Which city has the most wealth management advisors?
London leads with 696 headquartered companies, followed by Manchester (57) and Edinburgh (47).
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 223 verified decision-maker contacts tracked across these 57 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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