Postcard Planning Overview

  • Founded
  • 2015
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Postcard Planning General Information


Provider of financial advisory services. The company provides advisory and consulting services on wealth management, investments, accounts and insurance.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Parent Company
Primary Office
  • West Yorkshire
  • Wetherby LS22 7XU
  • England, United Kingdom
+44 07507 000000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Postcard Planning Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Postcard Planning‘s full profile, request access.

Request a free trial

Postcard Planning Executive Team (1)

Name Title Board Seat Contact Info
Rohan Sivajoti Founder & Director
To view Postcard Planning’s complete executive team members history, request access »