Lofthouse Gate Overview

  • Founded
  • 2005
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Lofthouse Gate General Information


Operator of a workplace adviser located in Wakefield, United Kingdom created to offer clear constructive advice on all aspects of financial planning but more specifically those areas that effect limited companies, partnerships, sole traders and investors. The company's offerings include advisory services across the financial planning spectrum, in particular providing clients with specialist pension and investment planning for SMEs and their staff.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Primary Office
  • Prosperity House
  • 9 - 11 Potovens Lane
  • Wakefield WF3 3JE
  • England, United Kingdom
+44 01924 000000
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Lofthouse Gate Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Lofthouse Gate Executive Team (3)

Name Title Board Seat Contact Info
Kirk James Co-Founder, Chartered Financial Planner & Director
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