Vision Independent Financial Planning Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 44

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

Vision Independent Financial Planning General Information

Description

Provider of financial advisory services catering to private clients, corporate clients, charities, trusts, court of protection clients and professional advisers. The company specializes in providing independent financial advice, technology solutions, castle investment solutions, report review services, client services support, compliance support, supervisory services and acquisition and succession planning services.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Corporate 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/
EBITDA
Post-Val Status Debt

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Vision Independent Financial Planning Executive Team (3)

Name Title Board Seat Contact Info
Zoe King Chief Executive Officer
Paul Sweaton Co-Founder & Executive Chair
You’re viewing 2 of 3 executive team members. Get the full list »

Vision Independent Financial Planning Board Members (1)

Name Representing Role Since
0000 0000000 Vision Independent Financial Planning Co-Founder & Executive Chair 000 0000
To view Vision Independent Financial Planning’s complete board members history, request access »

Vision Independent Financial Planning Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Vision Independent Financial Planning FAQs

  • When was Vision Independent Financial Planning founded?

    Vision Independent Financial Planning was founded in 2008.

  • Who is the founder of Vision Independent Financial Planning?

    Roger Edwards and Paul Sweaton are the founders of Vision Independent Financial Planning.

  • Who is the CEO of Vision Independent Financial Planning?

    Zoe King is the CEO of Vision Independent Financial Planning.

  • Where is Vision Independent Financial Planning headquartered?

    Vision Independent Financial Planning is headquartered in Falmouth, United Kingdom.

  • What is the size of Vision Independent Financial Planning?

    Vision Independent Financial Planning has 44 total employees.

  • What industry is Vision Independent Financial Planning in?

    Vision Independent Financial Planning’s primary industry is Other Financial Services.

  • Is Vision Independent Financial Planning a private or public company?

    Vision Independent Financial Planning is a Private company.

  • What is the current valuation of Vision Independent Financial Planning?

    The current valuation of Vision Independent Financial Planning is 000.00.

  • What is Vision Independent Financial Planning’s current revenue?

    The current revenue for Vision Independent Financial Planning is 000000.

  • When was Vision Independent Financial Planning acquired?

    Vision Independent Financial Planning was acquired on 01-Oct-2015.

  • Who acquired Vision Independent Financial Planning?

    Vision Independent Financial Planning was acquired by Rathbone Group (London).

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