Company lists · Data refreshed November 2026
Top 25 Wealth transfer consultants based in the United Kingdom
RevenueBase identified 204 company matches for wealth transfer consultants associated with the United Kingdom as of November 2026 and tracks 1,347 professional contacts across them, including 564 with verified work emails. London is the largest hub.
This list covers company matches for wealth transfer consultants 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 consultants based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 | |||||
| 2 | 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 | |||||
| 3 | 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 | |||||
| 4 | 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 | |||||
| 5 | 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 | |||||
| 6 | 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 | |||||
| 7 | 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 | |||||
| 8 | 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 | |||||
| 9 | 19 contacts → | ||||
Exact match “We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 19 contacts → | ||||
Exact match “When planning for the future it is easy to assume that we are all looking for the same when it comes to financial security.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 16 contacts → | ||||
Exact match “19/20 Bluebond Clients pay ZERO Inhertiance Tax - we show you how!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 16 contacts → | ||||
Exact match “At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 15 contacts → | ||||
Exact match “Floreat is an independent and privately-held group headquartered in London.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 14 contacts → | ||||
Exact match “Taylor Money Wealth Management An asset for life Taylor Money Wealth Management is a family-owned, boutique financial planning firm based in Falmouth, Cornwall, with a serviced…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 13 contacts → | ||||
Exact match “McClure Solicitors have been providing well informed advice since the firm was founded in 1853.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 12 contacts → | ||||
Exact match “HUNDLE is a private financial services firm built on family office principles and a total balance sheet approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 12 contacts → | ||||
Exact match “Inheritance Tax ‘IHT’ is something that we are all aware of, yet do nothing about.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 12 contacts → | ||||
Exact match “Plutus is set up differently to other wealth management firms.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 11 contacts → | ||||
Exact match “Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “We help individuals, families and family offices navigate the increasingly complex challenges of managing significant wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 8 contacts → | ||||
Exact match “Integrity • Trust • Experience” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 8 contacts → | ||||
Exact match “At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “At Financial Framework Wealth & Estate Planning we offer a range of financial services including investment advice, wealth management, retirement planning, tax planning and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Estate planning can be a very complex emotional subject, and what was sufficient planning a decade ago probably isn’t sufficient in today's world.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
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 consultants”. 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 204 wealth transfer consultants based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 564 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer consultants 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 204 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 consultants” 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 564 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer consultants are there based in the United Kingdom?
RevenueBase identified 204 company matches for wealth transfer consultants 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?
TOWRY tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer consultants?
London leads with 48 company records, followed by Manchester (5) and Leicester (4).
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 564 professional contacts with verified work emails tracked across these 204 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 204 wealth transfer consultants based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in Canada
- Wealth transfer consultants based in France
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 consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
Company intelligence · public preview
Top 25 wealth transfer consultants 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 204 matching company records for wealth transfer consultants based in the United Kingdom, with 1,347 tracked contacts and 564 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 consultants 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 |  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. | |||||
| 2 |  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. | |||||
| 3 |  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. | |||||
| 4 |  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. | |||||
| 5 |  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. | |||||
| 6 |  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. | |||||
| 7 |  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. | |||||
| 8 |  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. | |||||
| 9 | Trust Family Associatestrustfamilyassociates.co.uk HQ: Cheshire, United KingdomReported employees: 201-500 | Cheshire, United Kingdom | 201-500 | Exact match | 19 contacts → |
“We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Partridge Muir & Warren LTDpmw.co.ukHQ: Esher, United KingdomReported employees: 11-50 | Esher, United Kingdom | 11-50 | Exact match | 19 contacts → |
“When planning for the future it is easy to assume that we are all looking for the same when it comes to financial security.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bluebond Groupbluebond.co.ukHQ: St Albans, United KingdomReported employees: 1-10 | St Albans, United Kingdom | 1-10 | Exact match | 16 contacts → |
“19/20 Bluebond Clients pay ZERO Inhertiance Tax - we show you how!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SG Kleinwort Hambroskleinworthambros.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 16 contacts → |
“At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Floreat Groupfloreat.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Floreat is an independent and privately-held group headquartered in London.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Taylor Money Wealth Managementtaylormoney.comHQ: Falmouth, United KingdomReported employees: 11-50 | Falmouth, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Taylor Money Wealth Management An asset for life Taylor Money Wealth Management is a family-owned, boutique financial planning firm based in Falmouth, Cornwall, with a serviced…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Mcclure Solicitorsmcclure-solicitors.co.ukHQ: Glasgow, United KingdomReported employees: 51-200 | Glasgow, United Kingdom | 51-200 | Exact match | 13 contacts → |
“McClure Solicitors have been providing well informed advice since the firm was founded in 1853.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Hundlehundle.coHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“HUNDLE is a private financial services firm built on family office principles and a total balance sheet approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Buckingham Gatebuckinghamgate.co.ukHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Inheritance Tax ‘IHT’ is something that we are all aware of, yet do nothing about.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Plutusplutuswealth.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Plutus is set up differently to other wealth management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Financial Options Groupfinancialopts.co.ukHQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Acorn Capital Advisersacorncapitaladvisers.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“We help individuals, families and family offices navigate the increasingly complex challenges of managing significant wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Generational Wealth Managementgpg.org.ukHQ: Sevenoaks, United KingdomReported employees: 11-50 | Sevenoaks, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Integrity • Trust • Experience” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Credius Wealth Limitedcredius.comHQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Bray Wealth Management Limitedbraywealth.comHQ: Chobham, United KingdomReported employees: 1-10 | Chobham, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Financial Framework Wealth & Estate Planning Limitedfinancialframework.co.ukHQ: Otley, United KingdomReported employees: 1-10 | Otley, United Kingdom | 1-10 | Exact match | 7 contacts → |
“At Financial Framework Wealth & Estate Planning we offer a range of financial services including investment advice, wealth management, retirement planning, tax planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Strategic Asset Protection LTDsap-legal.co.ukHQ: Chippenham, United KingdomReported employees: 1-10 | Chippenham, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Estate planning can be a very complex emotional subject, and what was sufficient planning a decade ago probably isn’t sufficient in today's world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 204 company matches
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Wealth transfer consultants: 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
204 records in the displayed employee bands.
0 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 204 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 consultants by metro
Questions about this company list
What does Exact match mean for wealth transfer consultants?
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 consultants did RevenueBase find based in the United Kingdom?
The saved snapshot records 204 matching company records, 1,347 tracked contacts and 564 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 consultants by geography
- Wealth transfer consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
- Wealth transfer consultants based in Houston, United States
- Wealth transfer consultants based in New York, United States
- Wealth transfer consultants based in San Diego, United States
- Wealth transfer consultants based in Australia
- Wealth transfer consultants based in Canada
- Wealth transfer consultants based in France
Cite this list
RevenueBase Data Team. Top 25 wealth transfer consultants based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-consultants/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 consultants based in Toronto, Canada
- Wealth transfer consultants based in Paris, France
- Wealth transfer consultants based in London, United Kingdom
- Wealth transfer consultants based in Atlanta, United States
- Wealth transfer consultants based in Boston, United States
- Wealth transfer consultants based in Chicago, United States
Company intelligence · public preview
Top 25 wealth transfer consultants based in the United Kingdom
RevenueBase records 204 matching company records for wealth transfer consultants based in the United Kingdom, with 1,347 tracked contacts and 564 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 consultants 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 | 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. | |||||
| 2 | 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. | |||||
| 3 | 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. | |||||
| 4 | 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. | |||||
| 5 | 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. | |||||
| 6 | 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. | |||||
| 7 | 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. | |||||
| 8 | 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. | |||||
| 9 | Trust Family Associatestrustfamilyassociates.co.uk HQ: Cheshire, United KingdomReported employees: 201-500 | Cheshire, United Kingdom | 201-500 | Exact match | 19 contacts → |
“We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Partridge Muir & Warren LTDpmw.co.uk HQ: Esher, United KingdomReported employees: 11-50 | Esher, United Kingdom | 11-50 | Exact match | 19 contacts → |
“When planning for the future it is easy to assume that we are all looking for the same when it comes to financial security.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bluebond Groupbluebond.co.uk HQ: St Albans, United KingdomReported employees: 1-10 | St Albans, United Kingdom | 1-10 | Exact match | 16 contacts → |
“19/20 Bluebond Clients pay ZERO Inhertiance Tax - we show you how!” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | SG Kleinwort Hambroskleinworthambros.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 16 contacts → |
“At SG Kleinwort Hambros we know how to simplify life’s financial challenges.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Floreat Groupfloreat.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 15 contacts → |
“Floreat is an independent and privately-held group headquartered in London.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Taylor Money Wealth Managementtaylormoney.com HQ: Falmouth, United KingdomReported employees: 11-50 | Falmouth, United Kingdom | 11-50 | Exact match | 14 contacts → |
“Taylor Money Wealth Management An asset for life Taylor Money Wealth Management is a family-owned, boutique financial planning firm based in Falmouth, Cornwall, with a serviced…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Mcclure Solicitorsmcclure-solicitors.co.uk HQ: Glasgow, United KingdomReported employees: 51-200 | Glasgow, United Kingdom | 51-200 | Exact match | 13 contacts → |
“McClure Solicitors have been providing well informed advice since the firm was founded in 1853.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Hundlehundle.co HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“HUNDLE is a private financial services firm built on family office principles and a total balance sheet approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Buckingham Gatebuckinghamgate.co.uk HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Inheritance Tax ‘IHT’ is something that we are all aware of, yet do nothing about.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Plutusplutuswealth.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 12 contacts → |
“Plutus is set up differently to other wealth management firms.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Financial Options Groupfinancialopts.co.uk HQ: Bury, United KingdomReported employees: 11-50 | Bury, United Kingdom | 11-50 | Exact match | 11 contacts → |
“Delivering comprehensive personal and corporate financial planning, the Financial Options Group is a trusted source of financial advice which guides clients in every stage of…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Acorn Capital Advisersacorncapitaladvisers.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“We help individuals, families and family offices navigate the increasingly complex challenges of managing significant wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Generational Wealth Managementgpg.org.uk HQ: Sevenoaks, United KingdomReported employees: 11-50 | Sevenoaks, United Kingdom | 11-50 | Exact match | 8 contacts → |
“Integrity • Trust • Experience” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Credius Wealth Limitedcredius.com HQ: London, United KingdomReported employees: 1-10 | London, United Kingdom | 1-10 | Exact match | 8 contacts → |
“At Credius we work with wealthy individuals and professionals who are generally too busy to powerfully attend to the detail of their financial affairs and are concerned that if do…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Bray Wealth Management Limitedbraywealth.com HQ: Chobham, United KingdomReported employees: 1-10 | Chobham, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Financial Framework Wealth & Estate Planning Limitedfinancialframework.co.uk HQ: Otley, United KingdomReported employees: 1-10 | Otley, United Kingdom | 1-10 | Exact match | 7 contacts → |
“At Financial Framework Wealth & Estate Planning we offer a range of financial services including investment advice, wealth management, retirement planning, tax planning and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Strategic Asset Protection LTDsap-legal.co.uk HQ: Chippenham, United KingdomReported employees: 1-10 | Chippenham, United Kingdom | 1-10 | Exact match | 7 contacts → |
“Estate planning can be a very complex emotional subject, and what was sufficient planning a decade ago probably isn’t sufficient in today's world.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Wealth transfer consultants: 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
204 records in the displayed employee bands.
0 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 204 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 consultants by metro
Questions about this company list
What does Exact match mean for wealth transfer consultants?
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 consultants did RevenueBase find based in the United Kingdom?
The saved snapshot records 204 matching company records, 1,347 tracked contacts and 564 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 consultants by geography
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- Wealth transfer consultants based in Canada
- Wealth transfer consultants based in France
Cite this list
RevenueBase Data Team. Top 25 wealth transfer consultants based in the United Kingdom. Snapshot: November 6, 2026. https://revenuebase.ai/companies/wealth-transfer-consultants/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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