Financial Connection Wealth Management Overview
- Founded
- 2001
- Status
- Acquired/Merged
- Latest Deal Type
- Buyout/LBO
- Financing Rounds
- 1
Financial Connection Wealth Management General Information
Description
Provider of financial and investment consultancy services. The company provides financial advisory services to individuals and pension advice to corporate clients.
Contact Information
Formerly Known As
Financial Connection IFA
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Acquirer
Primary Office
- 2 Brassey Hill
- Oxted RH8 0ES
- England, United Kingdom
+44 01883 000000
Financial Connection Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Request a free trialFinancial Connection Wealth Management Executive Team (1)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Jackie Lee-Lis | Owner & Manager |
Financial Connection Wealth Management Board Members (2)
| Name | Representing | Role | Since |
|---|---|---|---|
| 00000 0000000 | Perspective Financial Group | Board Member & Secretary | 000 0000 |
| 00000 00000000 | Perspective Financial Group | Board Member | 000 0000 |