Company lists · Data refreshed September 2026
Top 25 Wealth transfer specialists based in the United Kingdom
RevenueBase identified 554 company matches for wealth transfer specialists associated with the United Kingdom as of September 2026 and tracks 8,365 professional contacts across them, including 3,568 with verified work emails. London is the largest hub.
This list covers company matches for wealth transfer specialists associated with the United Kingdom, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 22, 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 specialists based in the United Kingdom
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 929 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 2 | 721 contacts → | ||||
Exact match “We are now Lloyds Wealth.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 3 | 517 contacts → | ||||
Exact match “From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 4 | 415 contacts → | ||||
Exact match “Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 5 | 275 contacts → | ||||
Exact match “Private client services for businesses and individuals” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 6 | 246 contacts → | ||||
Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 7 | 211 contacts → | ||||
Exact match “Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 8 | 188 contacts → | ||||
Exact match “Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 9 | 168 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 10 | 125 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 11 | 110 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 12 | 88 contacts → | ||||
Exact match “At Honey, we're all about taking care of people.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 13 | 85 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 14 | 83 contacts → | ||||
Exact match “Financial products & resources for Private and Corporate Clients.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 15 | 81 contacts → | ||||
Exact match “With expert knowledge and cross-border expertise, Dixcart is a trusted leader in private wealth and corporate structuring.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 16 | 71 contacts → | ||||
Exact match “Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 17 | 71 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 18 | 62 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 19 | 58 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 20 | 58 contacts → | ||||
Exact match “Plurimi Wealth LLP is a leading wealth manager, serving high and ultra-high net worth individuals, family offices and institutions.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 21 | 52 contacts → | ||||
Exact match “Our integrated approach brings together accountancy and financial planning to maximise your financial performance.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 22 | 45 contacts → | ||||
Exact match “Please follow Rathbones now.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 23 | 39 contacts → | ||||
Exact match “Sinclair Gibson LLP is a leading independent private client law firm based in London.” Recorded in the RevenueBase company graph · Sep 22, 2026 · View company records in RevenueBase | |||||
| 24 | 36 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 · Sep 22, 2026 · View company records in RevenueBase | |||||
| 25 | 35 contacts → | ||||
Exact match “Statura is an independent provider of high-value Corporate, Trust and Private client services.” Recorded in the RevenueBase company graph · Sep 22, 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 specialists”. 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 554 wealth transfer specialists based in the United Kingdom
See the full list, filter by size, metro and specialty, and access 3,568 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Wealth transfer specialists based in the United Kingdom at a glance
As of Sep 22, 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 554 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 specialists” 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 3,568 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 22, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth transfer specialists”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many wealth transfer specialists are there based in the United Kingdom?
RevenueBase identified 554 company matches for wealth transfer specialists associated with the United Kingdom as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Stonehage Fleming tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most wealth transfer specialists?
London leads with 182 company records, followed by Manchester (12) and Edinburgh (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 3,568 professional contacts with verified work emails tracked across these 554 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 22, 2026.
Ready to reach these companies? Verified emails and direct dials for all 554 wealth transfer specialists based in the United Kingdom. Start with a free account, no credit card.
Download this list →Related lists
Wealth transfer specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Austin, United States
- Wealth transfer specialists based in Boca Raton, United States
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 specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 25 wealth transfer specialists 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 554 matching company records for wealth transfer specialists based in the United Kingdom, with 8,365 tracked contacts and 3,568 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 specialists 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 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 929 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Schroders Personal Wealthlloydswealth.comHQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Nedbank Private Wealthnedbankprivatewealth.comHQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 517 contacts → |
“From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Progenytheprogenygroup.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SJCsjca.co.uk HQ: Exeter, United KingdomReported employees: Not recorded | Exeter, United Kingdom | Not recorded | Exact match | 275 contacts → |
“Private client services for businesses and individuals” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Turcan Connellturcanconnell.comHQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 246 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Blevins Franksblevinsfranks.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 211 contacts → |
“Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  The Private Office TPOtheprivateoffice.comHQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  TOWRYtowry.comHQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 168 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Westminster Wealth Managementwestminster-wealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 125 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  MKC Wealthmkcwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 110 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Honey Legalhoneylegal.co.ukHQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 88 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sequent Groupsequentgroup.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 85 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Courtierscourtiers.co.uk HQ: Henley-on-thames, United KingdomReported employees: 51-200 | Henley-on-thames, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Financial products & resources for Private and Corporate Clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dixcartdixcart.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 81 contacts → |
“With expert knowledge and cross-border expertise, Dixcart is a trusted leader in private wealth and corporate structuring.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Murray Beith Murray LLPmurraybeith.co.ukHQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.ukHQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 71 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Artoriusartorius.comHQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 62 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Netwealthnetwealth.comHQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 58 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Plurimiplurimi.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 58 contacts → |
“Plurimi Wealth LLP is a leading wealth manager, serving high and ultra-high net worth individuals, family offices and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Prydisprydis.comHQ: Clyst St Mary, United KingdomReported employees: 51-200 | Clyst St Mary, United Kingdom | 51-200 | Exact match | 52 contacts → |
“Our integrated approach brings together accountancy and financial planning to maximise your financial performance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Saunderson Houserathbones.comHQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 45 contacts → |
“Please follow Rathbones now.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Sinclair Gibson LLPsinclairgibson.comHQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 39 contacts → |
“Sinclair Gibson LLP is a leading independent private client law firm based in London.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Fiscal Engineers LTDfiscalengineers.comHQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 36 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Statura Groupstaturagroup.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Statura is an independent provider of high-value Corporate, Trust and Private client services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 554 company matches
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Wealth transfer specialists: dataset insights
September 22, 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
551 records in the displayed employee bands.
3 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 554 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 specialists did RevenueBase find based in the United Kingdom?
The saved snapshot records 554 matching company records, 8,365 tracked contacts and 3,568 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 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 specialists by geography
- Wealth transfer specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
- Wealth transfer specialists based in Toulouse, France
- Wealth transfer specialists based in Geneva, Switzerland
- Wealth transfer specialists based in Zurich, Switzerland
- Wealth transfer specialists based in Atlanta, United States
- Wealth transfer specialists based in Austin, United States
- Wealth transfer specialists based in Boca Raton, United States
Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in the United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/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 specialists based in Calgary, Canada
- Wealth transfer specialists based in Toronto, Canada
- Wealth transfer specialists based in Vancouver, Canada
- Wealth transfer specialists based in Bordeaux, France
- Wealth transfer specialists based in Lyon, France
- Wealth transfer specialists based in Paris, France
Company intelligence · public preview
Top 25 wealth transfer specialists based in the United Kingdom
RevenueBase records 554 matching company records for wealth transfer specialists based in the United Kingdom, with 8,365 tracked contacts and 3,568 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 22, 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 specialists 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 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 929 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Schroders Personal Wealthlloydswealth.com HQ: London, United KingdomReported employees: 501-1,000 | London, United Kingdom | 501-1,000 | Exact match | 721 contacts → |
“We are now Lloyds Wealth.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Nedbank Private Wealthnedbankprivatewealth.com HQ: United KingdomReported employees: 201-500 | United Kingdom | 201-500 | Exact match | 517 contacts → |
“From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Progenytheprogenygroup.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 415 contacts → |
“Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SJCsjca.co.uk HQ: Exeter, United KingdomReported employees: Not recorded | Exeter, United Kingdom | Not recorded | Exact match | 275 contacts → |
“Private client services for businesses and individuals” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Turcan Connellturcanconnell.com HQ: Edinburgh, United KingdomReported employees: 201-500 | Edinburgh, United Kingdom | 201-500 | Exact match | 246 contacts → |
“Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Blevins Franksblevinsfranks.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 211 contacts → |
“Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | The Private Office TPOtheprivateoffice.com HQ: Leeds, United KingdomReported employees: 201-500 | Leeds, United Kingdom | 201-500 | Exact match | 188 contacts → |
“Based in Leeds, London and Bath, The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts…” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | TOWRYtowry.com HQ: Bracknell, United KingdomReported employees: 501-1,000 | Bracknell, United Kingdom | 501-1,000 | Exact match | 168 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Westminster Wealth Managementwestminster-wealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 125 contacts → |
“Westminster Wealth Management is a Chartered, independent financial advisory group, providing expert financial advice to a wide range of clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | MKC Wealthmkcwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 110 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Honey Legalhoneylegal.co.uk HQ: Market Drayton, United KingdomReported employees: 201-500 | Market Drayton, United Kingdom | 201-500 | Exact match | 88 contacts → |
“At Honey, we're all about taking care of people.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Sequent Groupsequentgroup.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 85 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Courtierscourtiers.co.uk HQ: Henley-on-thames, United KingdomReported employees: 51-200 | Henley-on-thames, United Kingdom | 51-200 | Exact match | 83 contacts → |
“Financial products & resources for Private and Corporate Clients.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Dixcartdixcart.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 81 contacts → |
“With expert knowledge and cross-border expertise, Dixcart is a trusted leader in private wealth and corporate structuring.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Murray Beith Murray LLPmurraybeith.co.uk HQ: Edinburgh, United KingdomReported employees: 51-200 | Edinburgh, United Kingdom | 51-200 | Exact match | 71 contacts → |
“Murray Beith Murray LLP is a leading Scottish private client law firm.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Countrywide TAX & Trust Corporation LTDcountrywidepartners.co.uk HQ: Warwickshire, United KingdomReported employees: 51-200 | Warwickshire, United Kingdom | 51-200 | Exact match | 71 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Artoriusartorius.com HQ: Manchester, United KingdomReported employees: 11-50 | Manchester, United Kingdom | 11-50 | Exact match | 62 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Netwealthnetwealth.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 58 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Plurimiplurimi.com HQ: London, United KingdomReported employees: 51-200 | London, United Kingdom | 51-200 | Exact match | 58 contacts → |
“Plurimi Wealth LLP is a leading wealth manager, serving high and ultra-high net worth individuals, family offices and institutions.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Prydisprydis.com HQ: Clyst St Mary, United KingdomReported employees: 51-200 | Clyst St Mary, United Kingdom | 51-200 | Exact match | 52 contacts → |
“Our integrated approach brings together accountancy and financial planning to maximise your financial performance.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Saunderson Houserathbones.com HQ: London, United KingdomReported employees: 201-500 | London, United Kingdom | 201-500 | Exact match | 45 contacts → |
“Please follow Rathbones now.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Sinclair Gibson LLPsinclairgibson.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 39 contacts → |
“Sinclair Gibson LLP is a leading independent private client law firm based in London.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fiscal Engineers LTDfiscalengineers.com HQ: Nottingham, United KingdomReported employees: 11-50 | Nottingham, United Kingdom | 11-50 | Exact match | 36 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 · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Statura Groupstaturagroup.com HQ: London, United KingdomReported employees: 11-50 | London, United Kingdom | 11-50 | Exact match | 35 contacts → |
“Statura is an independent provider of high-value Corporate, Trust and Private client services.” Recorded description excerpt · September 22, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 554 company matches
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Wealth transfer specialists: dataset insights
September 22, 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
551 records in the displayed employee bands.
3 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 554 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 22, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for wealth transfer specialists?
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 specialists did RevenueBase find based in the United Kingdom?
The saved snapshot records 554 matching company records, 8,365 tracked contacts and 3,568 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 22, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 wealth transfer specialists based in the United Kingdom. Snapshot: September 22, 2026. https://revenuebase.ai/companies/wealth-transfer-specialists/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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