Vital Financial Planning Revenue

Financial Services • Newport, Wales, United Kingdom • 1-10 Employees

Vital 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 Vital Financial Planning

Lewys Richards Fpfs

Director & Chartered Financial Planner

Company overview

Headquarters	Newport, Gwent NP20 4HA, GB
NAICS	52
Keywords	Investments, Pensions, Protection, Equity Release
Founded	2020
Employees	1-10

About Vital Financial Planning

We are a financial planning firm with a focus on holistic financial planning, providing advice on pensions, investments, protection and equity release. Our goal is simple: helping you achieve yours. Lewys Richards founded Vital Financial Planning to bring a fresh approach to your finances. As forward-thinking and progressive financial planners, our focus is on you, not financial products. Based in newly renovated offices in Newport, we provide financial planning services to clients throughout South Wales. Whether you’re building wealth, approaching retirement or already retired, we’ll give you the peace of mind that your financial affairs are being looked after by experts.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Vital Financial Planning has never raised funding before.

Frequently asked questions

Vital Financial Planning is located in Newport, Wales, GB.

Vital 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.

Vital 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.

Vital Financial Planning was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Vital Financial Planning

Lewys Richards Fpfs

Director & Chartered Financial Planner

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