Perceptive Planning Overview

  • Founded
  • 2009

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Perceptive Planning General Information


Provider of financial planning services catering to trustees, charities to private individuals. The company is engaged in providing investment planning, investment management, risk management and investment advisory services, thereby helping people manage their financial affairs to meet life goals, such as buying a home, saving for a child's education, or planning for retirement.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Transcend Wealth
Primary Office
  • New Broad Street House
  • 35 New Broad Street
  • London EC2M 1NH
  • England, United Kingdom
+44 020 0000 0000

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Perceptive Planning Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Perceptive Planning Executive Team (2)

Name Title Board Seat Contact Info
Phil Billingham Director
Shannon Currie Director
To view Perceptive Planning’s complete executive team members history, request access »