Description
Provider of financial advisory services. The company offers tax planning, portfolio management, client management, retirement planning, private investment, inheritance tax, estate planning, personal finance and retirement finance services.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Name | Title | Board Seat | Contact Info |
---|---|---|---|
Andrew Gibson | Founder, Director and Senior Financial Advisor |