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Fenland Financial Planning

Fenland Financial Planning Revenue

Financial ServicesFlag of GBDownham Market, England, United Kingdom1-10 Employees

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Fenland Financial Planning revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Fenland Financial Planning

Flag of GB

James Knapman

Chartered Financial Planner / Director

Company overview

HeadquartersDownham Market, England, United Kingdom
NAICS52
Keywords
Tax Planning, Investment Planning, Pensions, Trusts, Retirement Planning, Long Term Care, Protection, Inheritance Tax Planning, Cash Savings, Investment Isas
Founded2024
Employees1-10

About Fenland Financial Planning

Fenland Financial Planning was founded in 2024 with the aim of providing high quality, affordable and trustworthy advice to the hard working people of the local area. A Partner Practice of St. James's Place. Specialising in the following; *Retirement planning / pension advice *Investment planning *Tax Planning, including Inheritance tax mitigation *Providing for Long Term Care *Protection - Insurance for the things that matter If you are saving for a house deposit, marriage, children's education, dream holidays or retirement, good financial planning advice will usually help you get there faster and help you protect those dreams if things go wrong. If you're starting a business, growing your existing business, or simply trying to pack up and retire, good financial advice will help you save tax, protect the important people and fulfil your goals at a faster pace. And like the Fens, despite being potentially rich and fertile, there will be times when things start to sink, and emotions can sometimes lead to the wrong decisions. However, having the right support and guidance behind you will help you navigate through those tough times and prioritise the actions that really matter. The value of your investment can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Fenland 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP approved 03/01/2025

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Fenland Financial Planning has never raised funding before.

Frequently asked questions

Fenland Financial Planning is located in Downham Market, England, GB.
Fenland Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Fenland Financial 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.
Fenland Financial Planning was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Fenland Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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