Vision Independent Financial Planning Overview

  • Founded
  • 2008
  • Status
  • Acquired/​Merged
  • Employees
  • 44
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2

Vision Independent Financial Planning General Information


Provider of financial advisory services. The company provides financial planning, advising, portfolio management and investment services to individuals and corporates.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Specialized Finance
Parent Company
Primary Office
  • Vision House, Unit 6A Falmouth Business Park
  • Bickland Water Road
  • Falmouth TR11 4SZ
  • England, United Kingdom
+44 01326 000000
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Vision Independent Financial Planning Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Vision Independent Financial Planning Executive Team (3)

Name Title Board Seat Contact Info
Paul Sweaton Co-Founder & Managing Director
Roger Edwards Co-Founder & Managing Director
Zoe King Deputy Managing Director
To view Vision Independent Financial Planning’s complete executive team members history, request access »

Vision Independent Financial Planning Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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