


BFP Wealth Management
Financial Services • Sudbury, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 58 Station Road, Sudbury, Suffolk, Suffolk CO10 2SP, GB |
| Phone number | +447788109 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Wealth Protection, Business Investment And Protection |
| Founded | 2010 |
| Employees | 1-10 |
Key Contact at BFP Wealth Management
Michael Hatton
Director
About BFP Wealth Management
BFP Wealth Management Ltd offer a comprehensive financial planning service for all of your investment planning and protection needs, located in the market town of Sudbury, Suffolk. With over 30 years of experience in the financial services industry, BFP Wealth Management Ltd are able to offer a complete service to clients in all aspects of financial planning. We help provide personalised face to face wealth management advice to individuals, families and businesses whether your requirement is to build wealth, manage cash and borrowings or protect your wealth against risk. We are an Associate Partner Practice of St. James's Place Wealth Management and offer a comprehensive range of Wealth Management products and services from companies within the St. James's Place Wealth Management Group and also from external organisations carefully selected by St. James's Place. In addition to providing clients with the financial planning that they require; we pride ourselves on keeping our clients abreast of current market affairs and events that could affect their financial future. Michael, Lisa and Liz would be delighted to hear from you with any of your financial planning needs. BFP Wealth Management 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives. SJP Approved 29/02/2024
BFP Wealth Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
BFP Wealth Management has never raised funding before.
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