City Financial Planning Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 26

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

City Financial Planning General Information

Description

Provider of financial planning and asset management services intended to serve individual and institutional investors. The company offers pension planning, life assurance, income protection, savings management, and mortgage services.

Contact Information

Website
www.cityfinancialplanning.co.uk
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 3 Princes Building
  • 3 Princes Building
  • Bath BA1 2ED
  • England, United Kingdom
+44 01225
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Advanta Wealth
Corporate Office
  • 3 Princes Building
  • 3 Princes Building
  • Bath BA1 2ED
  • England, United Kingdom
+44 01225

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City Financial Planning Valuation & Funding

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

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City Financial Planning 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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City Financial Planning FAQs

  • When was City Financial Planning founded?

    City Financial Planning was founded in 1996.

  • Where is City Financial Planning headquartered?

    City Financial Planning is headquartered in Bath, United Kingdom.

  • What is the size of City Financial Planning?

    City Financial Planning has 26 total employees.

  • What industry is City Financial Planning in?

    City Financial Planning’s primary industry is Asset Management.

  • Is City Financial Planning a private or public company?

    City Financial Planning is a Private company.

  • What is City Financial Planning’s current revenue?

    The current revenue for City Financial Planning is .

  • When was City Financial Planning acquired?

    City Financial Planning was acquired on 16-Oct-2024.

  • Who acquired City Financial Planning?

    City Financial Planning was acquired by Advanta Wealth.

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