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Independent Advisers (Scotland)

Independent Advisers (Scotland)
2003 FOUNDED
M&A STATUS
1-10 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of independent financial and wealth management advisory. The company's financial and wealth management advisory involves unbiased and objective advice through management of investment portfolios, corporate pensions, retirement, tax and estate planning with a tailored approach to suit specific circumstances, enabling individuals and business entities to navigate complex and constantly evolving financial markets to maintain an investment portfolio, create a tax-efficient retirement strategy and set up an employee benefits package.

Website
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Primary Office
  • 81 Saint Vincent Street
  • 2nd Floor
  • Glasgow G2 5TF
  • Scotland, United Kingdom

+44 0141 000 0000

Independent Advisers (Scotland) Valuation and Funding

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

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Independent Advisers (Scotland) Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Ludlow Wealth Management Group Private Equity-Backed Southport, United Kingdom 00 000000000000
000000 00000 Private Equity-Backed London, United Kingdom 0000 000000000000
000000 000000 0000 Corporate Backed or Acquired Preston, United Kingdom 000000&0
0000 000000 000000 Private Equity-Backed West Sussex, United Kingdom 000000000000
000000000 00000000 Private Equity-Backed Hamilton, United Kingdom 0 000000000000
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Independent Advisers (Scotland) Executive Team (1)

Name Title Board
Seat
Contact
Info
Alistair Creevy Founder & Managing Director