Avocet Wealth Partnership Revenue

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

Avocet Wealth Partnership revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Avocet Wealth Partnership

Bill Roper

Director & Financial Planner

Ian Crook Dippfs

Director

Company overview

Headquarters	55 Parade, Exmouth, England EX8 1RD, GB
Website	avocetwealth.co.uk
NAICS	52
Keywords	Investments, Mortgages, Business Planning, Pensions, Business Protection, Tax, Inheritance Tax, Retirement Planning, Protection, Equity Release, VCT, Lifetime Mortgages
Founded	2010
Employees	1-10

About Avocet Wealth Partnership

Avocet Wealth Partnership is an Exmouth based financial advisory business, and we're embarking on an exciting new phase of our journey in 2021 with our new partnership, office and brand. As a Senior Partner Practice of St. James' Place Wealth Management, we use our 30 year+ experience to help clients secure their futures - for themselves, their families and their businesses. Our expertise covers a wide range of financial planning areas and include: - Investment Planning - Retirement planning - Inheritance Tax planning - Life assurance and protection - Mortgages and Borrowing (Including Equity Release) - Later Life Planning The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Avocet Wealth Partnership Ltd 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 title `Partner Practice' is the marketing term used to describe St. James's Place representatives.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Employees by Department

Avocet Wealth Partnership has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Avocet Wealth Partnership has never raised funding before.

Avocet Wealth Partnership Tech Stack

Discover the technologies and tools that power Avocet Wealth Partnership's digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

PaaS

reCAPTCHA

Security

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

HSTS

Security

Open Graph

Miscellaneous

DoubleClick Floodlight

Advertising

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

Frequently asked questions

Avocet Wealth Partnership is located in Exmouth, England, GB.

Avocet Wealth Partnership generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Avocet Wealth Partnership has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Avocet Wealth Partnership was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Avocet Wealth Partnership has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Avocet Wealth Partnership

Bill Roper

Director & Financial Planner

Ian Crook Dippfs

Director

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