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
Corporate Office
  • Vision House, Unit 6A Falmouth Business Park
  • Bickland Water Road
  • Falmouth TR11 4SZ
  • England, United Kingdom
+44 01326
Primary Industry
Other Financial Services
Other Industries
Asset Management
Corporate Office
  • Vision House, Unit 6A Falmouth Business Park
  • Bickland Water Road
  • Falmouth TR11 4SZ
  • England, United Kingdom
+44 01326

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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 Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Vision Independent Financial Planning FAQs

  • When was Vision Independent Financial Planning founded?

    Vision Independent Financial Planning was founded in 2008.

  • 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 .

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

    The current revenue for Vision Independent Financial Planning is .

  • 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 ( Asset Management).

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