Demontfort Financial Advisers Overview

  • Founded
  • 2006
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Demontfort Financial Advisers General Information


Operator of a financial advisory firm based in Rugby, England. The company provides financial planning advice to high net worth individuals as well as medium sized companies and businesses. It offers advisory services on facets such as investments, pensions, family protection, life assurance and mortgages.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Capital Markets/Institutions
Other Industries
Other Financial Services
Primary Office
  • DeMontfort House
  • 3 Mitchell Court, Castle Mound Way
  • Rugby CV23 0UY
  • England, United Kingdom
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Demontfort Financial Advisers Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Demontfort Financial Advisers Executive Team (1)

Name Title Board Seat Contact Info
Kevin Gerrard Senior Partner
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