Aspen Financial Advice Revenue

Financial Services • Thame, England, United Kingdom • 1-10 Employees

Aspen Financial Advice revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Aspen Financial Advice

Tracy Hunt

Director

Company overview

Headquarters	Suite 2 Kille House, Thame, Oxfordshire OX9 3NU, GB
Phone number	+447521736615
Website	sjp.co.uk
NAICS	52
Keywords	Investments, Pensions, Personal Wealth Management, Financial Advice, Financial Planning, Estate Planning, Corporate Financial Planning, Specialist Insurance, Business Investing, Tax-Efficiency, Long-Term Relationship Building
Founded	2013
Employees	1-10

About Aspen Financial Advice

Aspen Financial Advice Ltd. is a financial advice company and Senior Partner Practice of St. James's Place. We deliver highly-personalised holistic financial planning advice to help you build your future through progressing towards your financial ambitions. We are a family business, located in Thame, Oxfordshire, with over 35 years experience in the financial advice industry. We offer both personal wealth management, as well as corporate financial planning for businesses. The areas we advise on include: ► Building and preserving capital ► Financial protection against risk ► Managing cash savings and borrowings ► Business growth and aspects of exit planning ► Business investing ► Managing business risk ► Looking after your workforce We work closely with other professional contacts including accountants and solicitors, to provide holistic services to help you manage your finances. All advice from our advisers is supported by St. James’s Place Wealth Management Group, who as one of the largest wealth management firms in the UK, have over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. The value of your investments can go down as well as up. You could get back less than you invested. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives. SJP Approved 04/02/2025

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Aspen Financial Advice has never raised funding before.

Frequently asked questions

Aspen Financial Advice is located in Thame, England, GB.

You can reach Aspen Financial Advice at +447521736615.

Aspen Financial Advice generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Aspen Financial Advice has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Aspen Financial Advice was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Aspen Financial Advice has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Aspen Financial Advice

Tracy Hunt

Director

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