Chartered Financial Revenue

Financial Services • Chartered Financial, Presentation House, Ireland • 1-10 Employees

Chartered Financial revenue & valuation

Annual revenue	$7,471,274
Revenue per employee	$1,868,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$24,000,000
Total funding	No funding

Key Contact at Chartered Financial

Shirley Heffernan

Director

Company overview

Headquarters	Chartered Financial, Presentation House, Slievekeale Road, Waterford, X91CV40, IE
Phone number	+35351511200
Website	charteredfinancial.ie
NAICS	52
Employees	1-10

Chartered Financial Email Formats

Chartered Financial uses 1 email format. The most common is {first name} (e.g., john@charteredfinancial.ie), used 100% of the time.

Format	Example	Percentage
{first name}	john@charteredfinancial.ie	100%

About Chartered Financial

At Chartered Financial, we provide expert financial advice to our clients upholding the highest level of professional standards. As highly credentialed professionals, we have distinguished ourselves from mainstream financial brokers by placing a strong emphasis on specialised training and educational development. As experts in our field, this adds notable value to our client proposition. We believe that financial success is built on the solid foundations of expert knowledge, trust, and a personalised financial plan. With over 40 years combined experience in the financial services industry, our team of dedicated financial planners is here to guide you throughout your path to financial success—whether you’re planning for retirement, looking to grow your wealth, protect your family or seeking a tax efficient exit strategy from your business.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Chartered Financial has never raised funding before.

Frequently asked questions

Chartered Financial is located in Chartered Financial, Presentation House, IE.

You can reach Chartered Financial at +35351511200.

Chartered Financial generates an estimated annual revenue of $7,471,274. This revenue figure reflects the company's market position and business performance in its industry.

Chartered Financial has an estimated valuation of $24,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contact at Chartered Financial

Shirley Heffernan

Director

4.8

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