S4 Financial
Financial Services • 
Waterlooville, England, United Kingdom • 11-20 Employees
Company overview
| Headquarters | Causeway Farm, Cricket Green, Hartley Wintney, Hampshire RG27 8PS, GB |
| Phone number | +44127634932 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Wealth Management, Financial Coaching, Retirement Planning, Estate Planning, Mortgage Advice, Cash Flow Modelling, Portfolio Managers |
| Founded | 2004 |
| Employees | 11-20 |
| Socials |
Key Contacts at S4 Financial
Steven Vallery • Advising Hnw Individuals
Managing Director And Owner
Tim Mckechnie
Investment Director
S4 Financial Email Formats
S4 Financial uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@s4financial.co.uk), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@s4financial.co.uk | 50% |
{first initial} | j@s4financial.co.uk | 25% |
{first name}.{last name} | john.doe@s4financial.co.uk | 25% |
About S4 Financial
S4 Financial has been supporting high-net-worth individuals to grow, manage and preserve their wealth since 2004, and celebrated its 20th anniversary in April 2024. The business was established by its co-founders, Steven Vallery and Tim McKechnie, and has since grown primarily through client recommendations. From day one, we knew that we wanted to embrace the rapid digitisation that has swept through the industry over the past decades. The growth of financial technology presented opportunities to streamline our processes and deliver better outcomes for clients. Cashflow modelling, a scientific and data-driven approach to financial planning, has therefore always been at the core of our approach. It helps our clients understand what they need to do to get to where they want to be, based on accurate data and carefully calculated assumptions about the future. In our decades of working with high-net-worth individuals, we have developed an in-depth understanding of the full range and complexity of their wealth management needs. Whether you are looking to build your wealth for a prosperous future or assessing your retirement options – or anything in between – our team of experts can design a bespoke financial plan that meets your exact needs. Our ultimate aim for our clients is to help them achieve true financial independence, giving them the freedom to explore what they really want from life, liberated from financial constraints. Please get in touch today to start planning a comfortable financial future for you and your loved ones.
S4 Financial revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
S4 Financial has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
S4 Financial has never raised funding before.
S4 Financial Tech Stack
Discover the technologies and tools that power S4 Financial's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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