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Independent Advisers (Scotland)

Independent Advisers (Scotland)?uq=UG6efJS6
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
(Operating Subsidiary)
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

+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) Executive Team (1)

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