Barnes Robertson Financial Planning Revenue

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

Barnes Robertson Financial Planning 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 Barnes Robertson Financial Planning

Matthew Barnes

Chartered Financial Planner And Director

Robert Dick

Director

Company overview

Headquarters	Wrest Park, Silsoe, England MK45 4HR, GB
Phone number	+4410287022
Website	barnesrobertson.com
NAICS	52
SIC	628
Keywords	Pensions, Succession Planning, Business Protection, Shareholder Protection, Workplace Pensions, Tax Efficiency, Directors, Business Owners, Automatic Enrolment, Business Sale, Corporate Investments, Chartered Financial Planning, Cash Savings, Reviewing Pensions
Founded	2012
Employees	1-10

About Barnes Robertson Financial Planning

At Barnes Robertson Financial Planning our emphasis is on maintaining long-term relationships with our clients and checking in on a regular basis to review their financial circumstances to monitor if our advice remains appropriate. Despite the rise of so-called ’Robo-Advice’ and online options, we believe genuine, long term and trusted relationships between adviser and client are important in helping people achieve their financial aspirations, rather than transactional-based advice that may only be suitable for the here and now. We work with business owners, directors and high earning individuals by providing tailored advice on complex planning matters such as: - Tax-efficient profit extraction - Reviewing your pensions and annual/lifetime allowances - Protecting your shareholders and key workers - Corporate investments (longer term and cash strategies) - Planning your business sale Please contact us for more information. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Taxation rules can change at any time and are dependent on individual circumstances. Barnes Robertson Financial Planning 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). Barnes Robertson Financial Planning is the trading name of Barnes Robertson Ltd

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Director

Entry

Employees by Department

Barnes Robertson Financial Planning has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Barnes Robertson Financial Planning has never raised funding before.

Barnes Robertson Financial Planning Tech Stack

Discover the technologies and tools that power Barnes Robertson Financial Planning'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

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

Loadable-Components

JavaScript libraries

Frequently asked questions

Barnes Robertson Financial Planning is located in Bedford, England, GB.

You can reach Barnes Robertson Financial Planning at +4410287022.

Barnes Robertson Financial Planning generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Barnes Robertson Financial Planning 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.

Barnes Robertson Financial Planning was founded in 2012, making it 14 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Barnes Robertson Financial Planning

Matthew Barnes

Chartered Financial Planner And Director

Robert Dick

Director

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