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Affinity Financial Awareness

Affinity Financial Awareness?uq=kzBhZRuG
2001 FOUNDED
M&A STATUS
101-200 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial education and planning services. The company provides financial planning services to individuals who are planning for retirement or have already retired. It provides advisory services on on pensions, incorporating both private and occupational schemes, investments, savings, family protection and mortgages. The company also offers information regarding financial planning, calculation and associated issues.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Primary Office
  • 8 Farleigh Court
  • Old Weston Road, Flax Bourton
  • Bristol BS48 1UR
  • England

+44 0800 000 0000

Affinity Financial Awareness Valuation and Funding

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

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Affinity Financial Awareness Board Members (5)

Name Representing Role Since Contact
Info
00000 0000000 Wealth at Work Board Member 000 0000
000 0000000 Wealth at Work Board Member 000 0000
0000 0000000000 Wealth at Work Board Member & Secretary 000 0000
0000 000000 Wealth at Work Board Member 000 0000
000000 00000 Wealth at Work Board Member 000 0000