Company lists · Data refreshed November 2026
Top 25 Wealth transfer advisors based in the United Kingdom
RevenueBase identified 491 company matches for wealth transfer advisors associated with the United Kingdom as of November 2026 and tracks 6,058 professional contacts across them, including 2,497 with verified work emails. London is the largest hub.
This list covers company matches for wealth transfer advisors 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.
The 25 largest wealth transfer advisors based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 701 contacts → | ||||
Exact match “We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 569 contacts → | ||||
Exact match “Ready to make baffling jargon and unclear advice a thing of the past?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 342 contacts → | ||||
Exact match “Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 185 contacts → | ||||
Exact match “When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 172 contacts → | ||||
Exact match “Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 132 contacts → | ||||
Exact match “MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 127 contacts → | ||||
Exact match “Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 101 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 | |||||
| 9 | 92 contacts → | ||||
Exact match “Sequent provides worldwide wealth planning, structuring and administration services to successful families through offices in Geneva, Guernsey, London, Reno, Singapore, and Zurich.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 83 contacts → | ||||
Exact match “Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 67 contacts → | ||||
Exact match “Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 59 contacts → | ||||
Exact match “We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 49 contacts → | ||||
Exact match “Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 40 contacts → | ||||
Exact match “Please follow Rathbones now.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 30 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 29 contacts → | ||||
Exact match “With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 28 contacts → | ||||
Exact match “Specialists in corporate and private wealth management, Ryley Wealth Management Ltd was established by David Ryley in with the vision to manage, protect and grow our clients’…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 27 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 | |||||
| 19 | 25 contacts → | ||||
Exact match “Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 25 contacts → | ||||
Exact match “Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 24 contacts → | ||||
Exact match “Private Client Solicitors is a boutique law firm with corporate capabilities, headquartered in Manchester but with national and international reach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 24 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 | |||||
| 23 | 23 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 | |||||
| 24 | 23 contacts → | ||||
Exact match “Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 22 contacts → | ||||
Exact match “At Vermeer Partners, we are passionate about investment and are fully committed to building long term relationships to help you manage your wealth.” Recorded in the RevenueBase company graph · Nov 6, 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 “wealth transfer advisors”. 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 491 wealth transfer advisors based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 2,497 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer advisors based in the United Kingdom at a glance
As of Nov 6, 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 491 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 “wealth transfer advisors” 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 2,497 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.
Wealth transfer advisors 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 “wealth transfer advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer advisors are there based in the United Kingdom?
RevenueBase identified 491 company matches for wealth transfer advisors 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?
Succession Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer advisors?
London leads with 150 company records, followed by Manchester (13) and Birmingham (8).
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 2,497 professional contacts with verified work emails tracked across these 491 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.
Ready to reach these companies? Verified emails and direct dials for all 491 wealth transfer advisors based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer advisors by geography
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
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
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 wealth transfer advisors 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 491 matching company records for wealth transfer advisors based in the United Kingdom, with 6,058 tracked contacts and 2,497 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: November 6, 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 wealth transfer advisors 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 |  Succession Wealthsuccessionwealth.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 701 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ascot Lloydascotlloyd.co.ukHQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 569 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Killik & COkillik.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 342 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Investec Wealth & Investment UKinvestecwin.co.ukHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 172 contacts → |
“Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  MKC Wealthmkcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 132 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Westminster Wealth Managementwestminster-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 127 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Sequent Groupsequentgroup.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 92 contacts → |
“Sequent provides worldwide wealth planning, structuring and administration services to successful families through offices in Geneva, Guernsey, London, Reno, Singapore, and Zurich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.ukHQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Netwealthnetwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 67 contacts → |
“Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Artoriusartorius.comHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 59 contacts → |
“We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Ludlow Trust Companyludlowtrust.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 49 contacts → |
“Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Saunderson Houserathbones.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 40 contacts → |
“Please follow Rathbones now.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 |  Legacy Wealth Managementlegacywm.co.ukHQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 29 contacts → |
“With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Ryley Wealth Managementryleywm.co.ukHQ: Ruddington, United KingdomReported employees: 11-50 | Ruddington, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Specialists in corporate and private wealth management, Ryley Wealth Management Ltd was established by David Ryley in with the vision to manage, protect and grow our clients’…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Thomas Bradley & COthomasbradleylegal.co.ukHQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fiscal Engineers LTDfiscalengineers.comHQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Menzies Wealth Management LTDmenzieswm.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Private Client Solicitorsprivateclientsolicitors.co.ukHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Private Client Solicitors is a boutique law firm with corporate capabilities, headquartered in Manchester but with national and international reach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Wills & Trusts Partnershipwillsandtrustspartnership.comHQ: Thame, United KingdomReported employees: 11-50 | Thame, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Squiggle Consultsquiggleconsult.co.ukHQ: Smeeth, United KingdomReported employees: 1-10 | Smeeth, United Kingdom | 1-10 | Exact match | 23 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Estate Planning Solutionsestplan.co.ukHQ: Wilmslow, United KingdomReported employees: 11-50 | Wilmslow, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Vermeer Partnersvermeerllp.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“At Vermeer Partners, we are passionate about investment and are fully committed to building long term relationships to help you manage your wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 491 company matches
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Wealth transfer advisors: dataset insights
November 6, 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
483 records in the displayed employee bands.
8 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 491 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: November 6, 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 ↗
Wealth transfer advisors by metro
Questions about this company list
What does Exact match mean for wealth transfer advisors?
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 wealth transfer advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 491 matching company records, 6,058 tracked contacts and 2,497 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: November 6, 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
Wealth transfer advisors by geography
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/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
- Wealth transfer advisors based in Melbourne, Australia
- Wealth transfer advisors based in Sydney, Australia
- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
- Wealth transfer advisors based in Vancouver, Canada
Company intelligence · public preview
Top 25 wealth transfer advisors based in the United Kingdom
RevenueBase records 491 matching company records for wealth transfer advisors based in the United Kingdom, with 6,058 tracked contacts and 2,497 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: November 6, 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 wealth transfer advisors 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 | Succession Wealthsuccessionwealth.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 701 contacts → |
“We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ascot Lloydascotlloyd.co.uk HQ: Birmingham, United KingdomReported employees: 501-1,000 | Birmingham, United Kingdom | 501-1,000 | Exact match | 569 contacts → |
“Ready to make baffling jargon and unclear advice a thing of the past?” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Killik & COkillik.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 342 contacts → |
“Killik & Co is an independently owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 185 contacts → |
“When making decisions about your financial future, at Towry we believe these should be made as part of a lifetime financial plan.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Investec Wealth & Investment UKinvestecwin.co.uk HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 172 contacts → |
“Part of Rathbones Group Plc, Investec Wealth & Investment (UK) works closely with individual clients to plan and manage their wealth, and with charities, trusts and clients of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | MKC Wealthmkcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 132 contacts → |
“MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Westminster Wealth Managementwestminster-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 127 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 101 contacts → |
“Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Sequent Groupsequentgroup.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 92 contacts → |
“Sequent provides worldwide wealth planning, structuring and administration services to successful families through offices in Geneva, Guernsey, London, Reno, Singapore, and Zurich.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.uk HQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Netwealthnetwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 67 contacts → |
“Netwealth is a UK-based modern wealth manager, who helps individuals and their families to plan and manage their personal wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Artoriusartorius.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 59 contacts → |
“We provide exceptional client service, driven only by the needs of individual clients and their families, now and in the long term.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ludlow Trust Companyludlowtrust.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 49 contacts → |
“Our focus is the provision of UK based trust and will related services to protect the wealth of individuals and their families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Saunderson Houserathbones.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 40 contacts → |
“Please follow Rathbones now.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Punter Southall Wealth, A Canaccord Genuity Companycanaccord-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 30 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 16 | Legacy Wealth Managementlegacywm.co.uk HQ: Belfast, United KingdomReported employees: 11-50 | Belfast, United Kingdom | 11-50 | Exact match | 29 contacts → |
“With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Ireland’s leading provider of high net worth wealth…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Ryley Wealth Managementryleywm.co.uk HQ: Ruddington, United KingdomReported employees: 11-50 | Ruddington, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Specialists in corporate and private wealth management, Ryley Wealth Management Ltd was established by David Ryley in with the vision to manage, protect and grow our clients’…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Thomas Bradley & COthomasbradleylegal.co.uk HQ: East Kilbride, United KingdomReported employees: 11-50 | East Kilbride, United Kingdom | 11-50 | Exact match | 27 contacts → |
“Take the first step towards peace of mind.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fiscal Engineers LTDfiscalengineers.com HQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Established in Fiscal Engineers is a multi-award winning boutique wealth management firm, accredited by the Institute of Financial Planning and a ‘big four’ global accounting firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Menzies Wealth Management LTDmenzieswm.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 25 contacts → |
“Empowering individuals, families, and businesses to navigate the complexities of wealth management with confidence and clarity.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Private Client Solicitorsprivateclientsolicitors.co.uk HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Private Client Solicitors is a boutique law firm with corporate capabilities, headquartered in Manchester but with national and international reach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Wills & Trusts Partnershipwillsandtrustspartnership.com HQ: Thame, United KingdomReported employees: 11-50 | Thame, United Kingdom | 11-50 | Exact match | 24 contacts → |
“Wills & Trusts Partnership are an award-winning firm that believes in treating clients and our employees as people, not just as a number.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Squiggle Consultsquiggleconsult.co.uk HQ: Smeeth, United KingdomReported employees: 1-10 | Smeeth, United Kingdom | 1-10 | Exact match | 23 contacts → |
“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 description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Estate Planning Solutionsestplan.co.uk HQ: Wilmslow, United KingdomReported employees: 11-50 | Wilmslow, United Kingdom | 11-50 | Exact match | 23 contacts → |
“Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Vermeer Partnersvermeerllp.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 22 contacts → |
“At Vermeer Partners, we are passionate about investment and are fully committed to building long term relationships to help you manage your wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 491 company matches
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Wealth transfer advisors: dataset insights
November 6, 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
483 records in the displayed employee bands.
8 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 491 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: November 6, 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 ↗
Wealth transfer advisors by metro
Questions about this company list
What does Exact match mean for wealth transfer advisors?
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 wealth transfer advisors did RevenueBase find based in the United Kingdom?
The saved snapshot records 491 matching company records, 6,058 tracked contacts and 2,497 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: November 6, 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
Wealth transfer advisors by geography
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- Wealth transfer advisors based in Sao Paulo, Brazil
- Wealth transfer advisors based in Calgary, Canada
- Wealth transfer advisors based in Toronto, Canada
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- Wealth transfer advisors based in Bordeaux, France
- Wealth transfer advisors based in Lyon, France
- Wealth transfer advisors based in Paris, France
- Wealth transfer advisors based in Toulouse, France
- Wealth transfer advisors based in Mumbai, India
- Wealth transfer advisors based in Zurich, Switzerland
Cite this list
RevenueBase Data Team. Top 25 wealth transfer advisors based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-advisors/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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