


Broadoak Financial Planning
Financial Services • Sale, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 23 Broad Road, Sale, Cheshire, M33 2AW, GB |
| Phone number | +441616768100 |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Broadoak Financial Planning
Mark Anderson
Founder & Director
Broadoak Financial Planning Email Formats
Broadoak Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@broadoakfp.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@broadoakfp.com | 66.7% |
{first name} | john@broadoakfp.com | 33.3% |
About Broadoak Financial Planning
We’re a purposeful company, committed to changing lives for the better by doing the right thing. We build long-term relationships with our clients, supporting them through major life changes, such as moving home, having children, building and protecting their wealth, divorcing, facing redundancy or heading into retirement.
Broadoak Financial Planning revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Broadoak Financial Planning has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Broadoak Financial Planning has never raised funding before.
Broadoak Financial Planning Tech Stack
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Frequently asked questions
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