Perceptive Planning Overview
- Founded
-
2009
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Perceptive Planning General Information
Description
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
Website
www.perceptiveplanning.co.uk
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(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
Perceptive Planning Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Perceptive Planning Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Phil Billingham | Director | ||
| Shannon Currie | Director |