Courtaux Wealth Planning Revenue

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

Courtaux Wealth Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Courtaux Wealth Planning

Jonny Courtaux Cmgr

Principal and Owner

Company overview

Headquarters	Bath, England, United Kingdom
Website	ctxwealth.co.uk
NAICS	52
Keywords	Wealth Management, Retirement Planning, Financial Planning, Protection, Client Service, Investment Planning, Trusted Advice
Founded	2025
Employees	1-10

About Courtaux Wealth Planning

At Courtaux Wealth Planning I work with individuals, families and business owners to define and map out their life goals before building high quality financial plans, helping them to live out those dreams. Whether you are planning for your retirement, looking to make your money work harder, seeking to pass on your wealth or protecting your family I can help you achieve the goals that are meaningful to you. Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. I use my expertise to guide and advise the people I work with, tailoring their plans to their specific goals and by removing complexity, I enable my clients to focus on what is most important to them. If you would like support taking control of your financial future or just for more information, please message me on LinkedIn or send me an email at jonny.courtaux@sjpp.co.uk The value of your investment can go down as well as up. You could get back less than you invested. The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. SJP Approved 08/09/2025

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Courtaux Wealth Planning has never raised funding before.

Frequently asked questions

Courtaux Wealth Planning is located in Bath, England, GB.

Courtaux Wealth Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Courtaux Wealth Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Courtaux Wealth Planning was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Courtaux Wealth Planning

Jonny Courtaux Cmgr

Principal and Owner

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