JMS Wealth Management Revenue

Financial Services • Fareham, England, United Kingdom • 51-100 Employees

JMS Wealth Management revenue & valuation

Annual revenue	$6,331,070
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$20,300,000
Total funding	No funding

Key Contact at JMS Wealth Management

Olivia Stevens

Finance Director

Company overview

Headquarters	First Floor Offices, 2 East Street, Fareham, PO16 OBN, GB
Phone number	+4413319119
Website	jmswealthmanagement.co.uk
NAICS	52
SIC	628
Keywords	Mortgages, Corporate Services, Retirement Planning, Wealth Management, Investment Planning, Protection Planning, Intergenerational Wealth Management, Access To Specialist Banking
Founded	2010
Employees	51-100
Socials

JMS Wealth Management Email Formats

JMS Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sjpp.co.uk), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@sjpp.co.uk	100%

About JMS Wealth Management

Welcome We provide goal based planning, tailored to our clients' own financial needs and future aspirations for Personal and Business purposes. We have an experienced team that specialise in a variety of services such as, Pension and Investment Planning, Inheritance Tax Planning, The Retirement Market, as well as Mortgages and Protection. Your home may be repossessed if you do not keep up repayments on your mortgage. JMS Wealth Management 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 `St. James's Place Partnership' titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. JMS Wealth Management is a trading name of JMS Wealth Management Ltd. SJP Approved 20/03/2023

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Senior

Director

Entry

Employees by Department

JMS Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

JMS Wealth Management has never raised funding before.

JMS Wealth Management Tech Stack

Discover the technologies and tools that power JMS Wealth Management'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

JMS Wealth Management is located in Fareham, England, GB.

You can reach JMS Wealth Management at +4413319119.

JMS Wealth Management generates an estimated annual revenue of $6,331,070. This revenue figure reflects the company's market position and business performance in its industry.

JMS Wealth Management has an estimated valuation of $20,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

JMS Wealth Management was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

JMS Wealth Management has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at JMS Wealth Management

Olivia Stevens

Finance Director

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