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Balfour Wealth Management

2006 FOUNDED
M&A STATUS
1-10 EMPLOYEES
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
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.

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

Balfour Wealth Management Valuation and Funding

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

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