RSJ Financial Planning Overview

  • Year Founded
  • 1986

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 12

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

RSJ Financial Planning General Information

Description

Provider of financial advisory services intended to serve North West England. The company offers financial planning, wealth management, investment management, retirement planning, pension plans and tax planning services, thereby assisting customers in the planning, growth and development of their own financial strategy.

Contact Information

Website
www.rsjfinancialplanning.co.uk
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Parent Company
Campbell Insurance Services
Primary Office
  • 110-114 Duke Street
  • Liverpool L1 5AG
  • England, United Kingdom
+44 0151 000 0000

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RSJ Financial Planning Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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RSJ Financial Planning Executive Team (2)

Name Title Board Seat Contact Info
Chris O'Toole Managing Director
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RSJ 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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