James Hay Partnership Overview

  • Founded
  • 1979

Founded
  • Status
  • Private

  • Employees
  • 306

Employees
  • 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

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

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James Hay Partnership Valuation & Funding

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

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James Hay Partnership Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
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
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00000 0000000000
London, United Kingdom
000 As of 0000
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0000 0000-00-00
000000000000 00000
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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
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James Hay Partnership Executive Team (16)

Name Title Board Seat Contact Info
Richard Rowney Chief Executive Officer
Andrew Smith Chief Technology Officer
Alison Longbottom Chief People Officer
Martin Ettles Chief Risk Officer
Matthew Taylor Finance Director
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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
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James Hay Partnership 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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James Hay Partnership Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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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
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James Hay Partnership Subsidiaries (1)

Company Name Industry Location Founded
00000 000 00000000 Corporate Pension Salisbury, United Kingdom 0000
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James Hay Partnership Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
0000000 000000000 08-Sep-2021 0000000000 00000 Completed
  • 2 buyers
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