Financial Connection Wealth Management Overview

  • Founded
  • 2001
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Financial Connection Wealth Management General Information


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
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Primary Office
  • 2 Brassey Hill
  • Oxted RH8 0ES
  • England, United Kingdom
+44 01883 000000
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Financial Connection Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Financial Connection Wealth Management Executive Team (1)

Name Title Board Seat Contact Info
Jackie Lee-Lis Owner & Manager
To view Financial Connection Wealth Management’s complete executive team members history, request access »

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
To view Financial Connection Wealth Management’s complete board members history, request access »