Fiduciary Wealth Management Limited Revenue

Investment Management • Bell Lane, 3, Gibraltar • 1-10 Employees

Fiduciary Wealth Management Limited revenue & valuation

Annual revenue	$8,000,000
Revenue per employee	$1,334,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$25,600,000
Total funding	No funding

Key Contact at Fiduciary Wealth Management Limited

Matt Penfold

Financial Adviser & Director

Company overview

Headquarters	Bell Lane, 3, Gibraltar
Phone number	+442079980570
Websites	fiduciarywealth.gi fwm.gi
NAICS	5231
SIC	641
Keywords	Wealth Management, Asset Management, Cross Border Financial Planning, Retirement Planning - Qrops & Qnups, Tax Led Wealth Management
Founded	2007
Employees	1-10
Socials

About Fiduciary Wealth Management Limited

We are a boutique financial advisory and consulting practice offering tax led bespoke wealth management solutions, asset management and financial planning services to private clients, professional intermediaries and businesses throughout the Iberian Peninsula and the UK. Our business is to help clients build, protect and eventually pass on that wealth to secure the futures of those who depend on them. Fiduciary Wealth is the private wealth arm of Fiduciary Group founded in 1982 and affiliated to Gibraltar’s oldest legal practice Isolas1892 named a leading law firm by The IFLR 1000. If you are looking for the highest standards of wealth management advice and service from your independent financial adviser you have found the right firm. To schedule a financial consultation please call us today on +Tel: 44 207 998 0570 or connect@fwm.gi You may also book your one-to-one consultation here: https://calendly.com/fwmdiscoverymeeting/fwm-free-discovery-meeting Fiduciary Wealth is an award-winning financial advisory practice: ‘The International Wealth Management Firm of the Year 2023’ by MGI Worldwide at the UK & Ireland Conference.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Manager

Employees by Department

Fiduciary Wealth Management Limited has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Fiduciary Wealth Management Limited has never raised funding before.

Fiduciary Wealth Management Limited Tech Stack

Discover the technologies and tools that power Fiduciary Wealth Management Limited's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Hotjar

Analytics

jQuery

JavaScript libraries

Google Ads

Advertising

Calendly

Appointment scheduling

Bootstrap

UI frameworks

Google Analytics

Analytics

Microsoft Clarity

Analytics

Keap

CRM

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Frequently asked questions

Fiduciary Wealth Management Limited is located in Bell Lane, 3, GI.

You can reach Fiduciary Wealth Management Limited at +442079980570.

Fiduciary Wealth Management Limited generates an estimated annual revenue of $8,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Fiduciary Wealth Management Limited has an estimated valuation of $25,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Fiduciary Wealth Management Limited was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Fiduciary Wealth Management Limited

Matt Penfold

Financial Adviser & Director

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