Thames Valley Financial Planning Revenue

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

Thames Valley Financial Planning revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Key Contact at Thames Valley Financial Planning

Robert Loaring

Managing Director

Company overview

Headquarters	Newbury, Berkshire RG14 1JL, GB
Website	sjp.co.uk
NAICS	52
Keywords	Investment Planning, Wealth Management, Retirement
Founded	2023
Employees	1-10

About Thames Valley Financial Planning

Welcome to Thames Valley Financial Planning, your one-stop shop for all your financial planning needs. Based in the Thames Valley area, Berkshire, we work with clients nationally across the United Kingdom, over the phone, face to face and via video appointments. We are dedicated to creating a meaningful, long-term relationship with all our clients, that is based on understanding their individual circumstances and desires for the future as well as their immediate needs. Providing expert Financial Planning advice for families, couples, professionals and business owners, we are committed to providing all our clients with an exceptional level of customer service. The Partner Practice 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 26/01/2024

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Thames Valley Financial Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Thames Valley Financial Planning has never raised funding before.

Frequently asked questions

Thames Valley Financial Planning is located in Newbury, England, GB.

Thames Valley Financial Planning generates an estimated annual revenue of $171,110. This revenue figure reflects the company's market position and business performance in its industry.

Thames Valley Financial Planning has an estimated valuation of $547,552. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Thames Valley Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Thames Valley Financial Planning

Robert Loaring

Managing Director

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