Trustee Asset Management Overview
- Founded
-
1986
- Status
-
Acquired/Merged
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Trustee Asset Management General Information
Description
Provider of financial advisory services. The company offers advisory, recommendation and on-going reviews in the fields pf investment planning, retirement planning, protection, estate planning and mortgages.
Contact Information
Primary Industry
Other Financial Services
Acquirer
Primary Office
- Sovereign House
- 29-31 Limpsfield Road
- Sanderstead CR2 9LA
- England, United Kingdom
+44 0845 000 0000
Trustee Asset Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Trustee Asset Management Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Bob Bradley | Managing Director | ||
| Nick Bird | Director |