Mansion House Financial Planning Revenue

Investment Management • London, England, United Kingdom • 1-10 Employees

Mansion House Financial Planning revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Mansion House Financial Planning

William Fryer Dippfs

Relationship Director

Chris Baker

Managing Director

Company overview

Headquarters	30 Lombard Street, London, England EC3V 9BQ, GB
Phone number	+449273977
Website	mansionhousefp.co.uk
NAICS	5231
Employees	1-10

About Mansion House Financial Planning

We provide Wealth Management and Financial Planning services for higher earning City Professionals. This process involves combining bespoke and tailored lifestyle financial planning with the award winning* Wealth Management available to us as a Senior Partner Practice of St. James's Place Wealth Management. This is delivered by an experienced Chartered Financial Planner and Fellow of the Personal Finance Society who puts the client at the heart of his philosophy. Many clients of MHFP are aiming to achieve financial independence, allowing them to 'do what they want', rather than being guided by financial reward. This could mean working on more pro-bono cases, starting their own firm or simply putting their feet up in sunnier climes. Our clients typically include: - Law firm Partners - C-Suite Executives - Business owners - Professional Sportspeople 2023 Good Money Awards - Better Society Awards 2023 Wealth Management Company of the Year - City of London Wealth Management Awards 2023 Best Advisory Service - Online Money Awards Consumer Champion of the Year - Company - MoneyAge Awards 2024 Good Money Award - Winner - Better Society Awards Gold Achievement in Customer Experience – Financial Services - Winner - The Stevie Awards for Sales & Customer Service Bronze Achievement in Customer Service – Financial Services - The Stevie Awards for Sales & Customer Service Organisation of the Year - Winner - Excellence in Customer Service Award 2024 Customer Care - Winner/Gold Award - The International CSR Mansion House 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Mansion House Financial Planning is a trading name of Mansion House Financial Planning Ltd.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Mansion House Financial Planning has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Mansion House Financial Planning has never raised funding before.

Frequently asked questions

Mansion House Financial Planning is located in London, England, GB.

You can reach Mansion House Financial Planning at +449273977.

Mansion House Financial Planning generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Mansion House Financial Planning has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

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

Key Contacts at Mansion House Financial Planning

William Fryer Dippfs

Relationship Director

Chris Baker

Managing Director

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