James Hay Partnership Overview
- Founded
-
1979

- Status
-
Private
- Employees
-
306

- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
3
- Investments
-
1
James Hay Partnership General Information
Description
Developer of retirement wealth planning platform intended to help investors successfully navigate the second half of their financial lives. The company's platform offers self-invested personal pensions (SIPPs) and small self-administered schemes (SSASs), thereby helping financial advisers and their clients in providing the means to administer pensions, savings and investments in a cost and tax-efficient way.
Contact Information
Website
www.jameshay.co.uk
Formerly Known As
James Hay Holdings Ltd.
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
- Dunn's House
- Saint Paul's Road
- Salisbury SP2 7BF
- England, United Kingdom
+44 0345 000 0000
James Hay Partnership Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
James Hay Partnership Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
Developer of retirement wealth planning platform intended to help investors successfully navigate the second half of the
Other Financial Services
Salisbury, United Kingdom
306
As of 2023
000000000000
James Hay Partnership Competitors (1)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
000000 00000 | Private Equity-Backed | London, United Kingdom | 000 | 00000 | 000000000000 | 00000 |
James Hay Partnership Executive Team (16)
James Hay Partnership Board Members (5)
Name | Representing | Role | Since |
---|---|---|---|
000000 00000000 | IFG Group (UK) | Chairman | 000 0000 |
00000 00000 | James Hay Partnership | Chairman, Audit Committee | 000 0000 |
0000000 000000 | Nucleus Financial Group | Board Member & Chair of the Risk Committee | 000 0000 |
0000 000000 | Epiris | Board Member | 000 0000 |
0000000 000000000 | Epiris | Board Member | 000 0000 |
James Hay Partnership Signals
James Hay Partnership Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
James Hay Partnership Investments (1)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
0000000 00000 | 08-Sep-2021 | 0000000000 | 00000 | Financial Software | 0000000 0 |
James Hay Partnership Subsidiaries (1)
Company Name | Industry | Location | Founded |
---|---|---|---|
00000 000 00000000 | Corporate Pension | Salisbury, United Kingdom | 0000 |
James Hay Partnership Exits (1)
Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
---|---|---|---|---|---|
0000000 000000000 | 08-Sep-2021 | 0000000000 | 00000 | Completed |
|