Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Harvey Curtis Financial Planners

Harvey Curtis Financial Planners
2000 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial planning services. The company provides financial planning, advisory and employee benefit consulting services to individuals and companies for establishing and achieving their financial aims through the creation, implementation and review of tailored financial strategies.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • Victoria House, Victoria Road
  • Burgess Hill RH15 9LH
  • England, United Kingdom

Harvey Curtis Financial Planners Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Harvey Curtis Financial Planners‘s full profile, request access.

Request full access to PitchBook

Harvey Curtis Financial Planners Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Argentis Financial Management Corporate Backed or Acquired Canterbury, United Kingdom 00 000000&0
00000 000000000 00 Private Equity-Backed Bucks, United Kingdom 000000000000
00000000 000000000 Private Equity-Backed Edinburgh, United Kingdom 00 000000000000
0000 000000 000000 Private Equity-Backed West Sussex, United Kingdom 000000000000
0000 000000 & 0000 Corporate Backed or Acquired Royston, United Kingdom 000000&0
To view this company’s complete list of competitors, request access »

Harvey Curtis Financial Planners Executive Team (2)

Name Title Board
Seat
Contact
Info
Nigel Poole Co-Founder & Principal
David Clark Co-Founder & Financial Planner