McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management Revenue

Financial Services • Bath, England, United Kingdom • 1-10 Employees

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management

Tristan Johnson

Director

Nicki Mitchell Hoskin

Managing Director

Company overview

Headquarters	6 Kingsmead Square, Bath, England BA1 2AB, GB
Phone number	+441225696944
Website	mckenzieandco.co.uk
NAICS	52
SIC	628
Keywords	Investments, Mortgages, Pensions, Trusts, Financial Advice, EIS, Tax, Financial Planning, Portfolio Management, Estate Planning, Protection, Defined Benefit, DFM, ISA, Specialist Insurance, Drawdown, Investment Bonds, Cashflow Modelling, Intergenerational Wealth, Jisa, Share Portfolio
Founded	2009
Employees	1-10
Socials

About McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management

We know that good financial advice can transform people’s lives. It creates stability, reassurance and opportunities to achieve objectives and ambitions that would otherwise be impossible. Our vision is to help others benefit from world class wealth management and to guide them throughout their financial journey. Your home may be repossessed if you do not keep up repayments with your mortgage. The value of your investments can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. McKenzie & Co Financial Consultants is an approved representative of St. James's Please Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). McKenzie & Co Financial Consultants is a trading name of McKenzie Wealth Management Ltd. SJP Approved 19/02/2024

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management has never raised funding before.

Frequently asked questions

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management is located in Bath, England, GB.

You can reach McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management at +441225696944.

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at McKenzie & Financial Consultants, Senior Partner Practice of St. James’s Place Wealth Management

Tristan Johnson

Director

Nicki Mitchell Hoskin

Managing Director

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