My Pension Expert Overview
- Year Founded
-
2010
- Status
-
Private
- Employees
-
132
- Latest Deal Type
-
Buyout/LBO
- (Announced)
- Financing Rounds
-
5
- Investments
-
4
My Pension Expert General Information
Description
Provider of financial services intended for retired individuals. The company specializes in retirement planning, independent financial advice, tax planning and investment services, helping clients receive full advice from one independent regulated financial adviser.
Contact Information
Website
www.mypensionexpert.comCorporate Office
- Floor 4, Colonnades House
- Duke Street
- Doncaster DN1 3BW
- England, United Kingdom
Corporate Office
- Floor 4, Colonnades House
- Duke Street
- Doncaster DN1 3BW
- England, United Kingdom
My Pension Expert Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
My Pension Expert Signals
My Pension Expert Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
My Pension Expert Investments & Acquisitions (4)
My Pension Expert’s most recent deal was a Buyout/LBO with InterestMe (Client Book and Associated Assets). The deal was made on 24-Sep-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| InterestMe (Client Book and Associated Assets) | 24-Sep-2026 | Buyout/LBO | Buildings and Property | ||
| EIS Financial Services | 01-Apr-2026 | Buyout/LBO | Other Financial Services | ||
| Tenet&You | 28-May-2024 | Buyout/LBO | Other Financial Services | ||
| Clicksco (Financial Services Business) | 03-Feb-2015 | Merger/Acquisition | Other Financial Services |
My Pension Expert Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Tenet&You | Leeds, United Kingdom | 2006 | |
| EIS Financial Services | Glasgow, United Kingdom | 1990 |
My Pension Expert FAQs
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When was My Pension Expert founded?
My Pension Expert was founded in 2010.
-
Where is My Pension Expert headquartered?
My Pension Expert is headquartered in Doncaster, United Kingdom.
-
What is the size of My Pension Expert?
My Pension Expert has 132 total employees.
-
What industry is My Pension Expert in?
My Pension Expert’s primary industry is Other Financial Services.
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Is My Pension Expert a private or public company?
My Pension Expert is a Private company.
-
What is the current valuation of My Pension Expert?
The current valuation of My Pension Expert is .
-
What is My Pension Expert’s current revenue?
The current revenue for My Pension Expert is .
-
How much funding has My Pension Expert raised over time?
My Pension Expert has raised $41.6M.
-
Who are My Pension Expert’s investors?
Frontier Development Capital and Palatine Private Equity have invested in My Pension Expert.
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