McHardy Financial Overview
- Founded
-
1987
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
- Investments
-
3
McHardy Financial General Information
Description
Provider of financial advisory services in Aberdeen, Scotland. The company's services include retirement planning, investment and savings, tax planning, income protection and life insurance, providing clients with informed advice on all their financial matters and can put in place a plan for their current and future financial well being.
Contact Information
Website
www.mchb.co.uk
Formerly Known As
McHardy & Burnett, McHardy & Burnett (Financial Services) Ltd.
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Primary Office
- 13 Bon Accord Crescent
- Aberdeen AB11 6DE
- Scotland, United Kingdom
+44 01224 000000
McHardy Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
McHardy Financial Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Andy Kerr | Managing Director | ||
| Gail Middleton | Finance Manager |
McHardy Financial Acquisitions (3)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 00000 | 09-Mar-2021 | 0000000000 | Other Financial Services | 0000 0000 | |
| 000 000000000 | 01-Oct-2020 | 0000000000 | Asset Management | ||
| Fraser James Partnership | 08-Nov-2016 | Merger/Acquisition | Consulting Services (B2B) | 0000 0000 |
McHardy Financial Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| The Fundamental Group | Asset Management | Westhill, United Kingdom | 2014 |
| 0000000 000000000 | Other Financial Services | Edinburgh, United Kingdom | 0000 |