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Bankfield Financial Advisers

Bankfield Financial Advisers?uq=oeHSfu7P
1993 FOUNDED
M&A STATUS
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company offers services such as pension and retirement, legal estate, tax and investment planning, and mortgages and equity releases. It also specializes in commercial finance and insurance, corporate pension schemes, risk management, trust services and employee benefits scheme.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Commercial/Professional Insurance
Asset Management
Parent Company
Primary Office
  • The Rutland Centre
  • 56 Halford Street
  • Leicester LE1 1TQ
  • England

+44 0116 000 0000

Bankfield Financial Advisers Valuation and Funding

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

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Bankfield Financial Advisers Executive Team (3)

Name Title Board
Seat
Contact
Info
Narendra Naik Board Member, Founder, Independent Financial Adviser & Managing Director
Ajay Naik Board Member & Financial Planning Director & IFA
Gary Rusby Head of Business Strategy

Bankfield Financial Advisers Board Members (2)

Name Representing Role Since Contact
Info
0000 0000 Bankfield Financial Advisers Board Member & Financial Planning Director & IFA 000 0000
00000000 0000 Bankfield Financial Advisers Board Member, Founder, Independent Financial Adviser & Managing Director 000 0000