DWM Financial Planning Revenue

Financial Services • Kirkcaldy, Scotland, United Kingdom • 1-10 Employees

DWM Financial Planning revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at DWM Financial Planning

Bill Mcskimming

Director/ Financial Adviser

Company overview

Headquarters	John Smith Business Park, 1 Begg Road, Kirkcaldy, Fife KY2 6HD, GB
Website	dwmfp.co.uk
NAICS	52
Keywords	Investments, Pensions, Wealth Management, Business Protection, Retirement Planning, Inheritance Tax Planning, Estate Planning, Financial Protection, Financial Planning For Women, Later Life Planning, Business Financial Planning, Intergenerational Planning
Founded	2005
Employees	1-10

About DWM Financial Planning

Managing your wealth should be simple. That’s why we’re making it personal. At DWM Financial Planning, we give you face-to-face, one-to one guidance that matches your life goals. Together, we can make your wealth the asset it was always meant to be. Whatever the journey, we’ll help you find your way. Be it planning for your children’s future, getting your first step on the property ladder, or setting up your investment plans to help you in retirement. We’re here for you. The value of your investment can go down as well as up. You could get back less than you invested. DWM 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) 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/product SJP Approved xx/xx/xx

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

DWM Financial Planning has 7 employees across 1 departments.

Departments

Number of employees

Funding Data

DWM Financial Planning has never raised funding before.

DWM Financial Planning Tech Stack

Discover the technologies and tools that power DWM 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

DoubleClick Floodlight

Advertising

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

Frequently asked questions

DWM Financial Planning is located in Kirkcaldy, Scotland, GB.

DWM Financial Planning generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

DWM Financial Planning has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

DWM Financial Planning was founded in 2005, making it 21 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at DWM Financial Planning

Bill Mcskimming

Director/ Financial Adviser

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