Balfour Wealth Management

Balfour Wealth Management Overview

Founded 2006
Founded
Status Acquired/​Merged
Employees 10
Employees
Latest Deal Type M&A
Financing Rounds 1

Balfour Wealth Management General Information

Description

Provider of financial advisory services. The company is primarily engaged in providing advisory services on matters related to retirement planning, savings and investments, life assurance, residential mortgages and other.

Contact Information

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
LIFT-Financial
Primary Office
  • 1st Floor
  • 3 Johns Place
  • Edinburgh EH6 7EL
  • Scotland, United Kingdom
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Balfour Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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