DFP Health & Wealth Management Overview

  • Year Founded
  • 2002

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 11

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

DFP Health & Wealth Management General Information

Description

Provider of retirement planning and investments intended to serve individuals across the South and South-West of England. The company helps to make informed decisions about the financial future, in the short, medium and long term regarding savings, business protection, wealth management and taxation, thereby helping clients to alleviate the burden of financial pressures.

Contact Information

Website
www.dfphealthandwealth.co.uk
Formerly Known As
Financial Partnership (Plymouth) Limited
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Corporate Office
  • The Old Bank Chambers
  • Stoke
  • Plymouth PL3 4DH
  • England, United Kingdom
Primary Industry
Other Financial Services
Acquirer
Succession Wealth
Corporate Office
  • The Old Bank Chambers
  • Stoke
  • Plymouth PL3 4DH
  • England, United Kingdom

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DFP Health & Wealth Management Valuation & Funding

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

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DFP Health & Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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DFP Health & Wealth Management FAQs

  • When was DFP Health & Wealth Management founded?

    DFP Health & Wealth Management was founded in 2002.

  • Where is DFP Health & Wealth Management headquartered?

    DFP Health & Wealth Management is headquartered in Plymouth, United Kingdom.

  • What is the size of DFP Health & Wealth Management?

    DFP Health & Wealth Management has 11 total employees.

  • What industry is DFP Health & Wealth Management in?

    DFP Health & Wealth Management’s primary industry is Other Financial Services.

  • Is DFP Health & Wealth Management a private or public company?

    DFP Health & Wealth Management is a Private company.

  • What is DFP Health & Wealth Management’s current revenue?

    The current revenue for DFP Health & Wealth Management is .

  • When was DFP Health & Wealth Management acquired?

    DFP Health & Wealth Management was acquired on 09-Jan-2024.

  • Who acquired DFP Health & Wealth Management?

    DFP Health & Wealth Management was acquired by Succession Wealth.

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