Ludlow Wealth Management Group
1993
FOUNDED
PRIVATE
STATUS
41-50
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
2
FINANCING ROUNDS
8
INVESTMENTS
Description
Provider of financial planning and wealth management services. The company provides financial planning advice for business and high net-worth individual in England.
Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
- 172 Lord Street
- Southport PR9 0QA
- England, United Kingdom
+44 01704 000000
Ludlow Wealth Management Group Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookLudlow Wealth Management Group Competitors (7)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Tilney Group | Private Equity-Backed | London, United Kingdom | 0000 | 000000000000 | ||
| 000000 000000 0000 | Corporate Backed or Acquired | Preston, United Kingdom | 000000&0 | |||
| 000000000 00000000 | Private Equity-Backed | Hamilton, United Kingdom | 0 | 000000000000 | ||
| 0000 000000 000000 | Private Equity-Backed | West Sussex, United Kingdom | 000000000000 | |||
| 00000000 000000000 | Corporate Backed or Acquired | Canterbury, United Kingdom | 00 | 000000&0 |
Ludlow Wealth Management Group Investments & Acquisitions (8)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 00000 00000 000000 | 20-Nov-2017 | 0000000000 | Asset Management | 0000000 000000000 | |
| 000000 0000000 000 | 20-Jul-2017 | 000000000000000000 | Consulting Services (B2B) | 000000 0000 000000 | |
| 000000 & 000000000 | 08-Feb-2013 | 000000000000000000 | Consulting Services (B2B) | 000000 0000 000000 | |
| 00000000 000000 | 11-Jun-2012 | 000000000000000000 | Other Financial Services | ||
| Ludlow (Fylde) | 28-Sep-2011 | Merger/Acquisition | Other Financial Services | 000000 0000 000000 |
Ludlow Wealth Management Group Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Whyte Sharp Independent | Asset Management | Edinburgh, United Kingdom | 1997 |
| 000000 & 000000000 | Consulting Services (B2B) | Kirkland, WA | 0000 |
Ludlow Wealth Management Group Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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Request full access to PitchBookLudlow Wealth Management Group Executive Team (5)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Richard Hemingway | Chief Executive & Director | ||
| Gordon Flower | Finance Director | ||
| Colin Dickie | Non Executive Director | ||
| Sidney John Ludlow | Founder | ||
| Phil Young | Chairman |
Ludlow Wealth Management Group Board Members (2)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| 00000 0000000 | Ludlow Wealth Management Group | Board Member | 000 0000 | |
| 0000 00000 | Ludlow Wealth Management Group | Chairman | 000 0000 |