Whiteleigh Financial Planning Revenue

Financial Services • Glasgow, Scotland, United Kingdom • 1-10 Employees

Whiteleigh 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 Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Whiteleigh Financial Planning

Sharon Mcilroy

Adviser / Director - Whiteleigh Financial Planning Ltd

Company overview

Headquarters	307 West George Street, Glasgow, Scotland G2 4LF, GB
Websites	sjp.co.uk whiteleighfp.advice.online
NAICS	52
Keywords	Wealth Management
Founded	2010
Employees	1-10

Whiteleigh Financial Planning Email Formats

Whiteleigh Financial Planning uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sjpp.co.uk), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@sjpp.co.uk	100%

About Whiteleigh Financial Planning

Whiteleigh Financial Planning, a Senior Partner Practice of St. James's Place Wealth Management, was founded on a philosophy to always work closely with each client, regularly reviewing their individual or company situation to help achieve their financial aims and aspirations. A Senior Partner Practice of St. James’s Place Wealth Management, Whiteleigh Financial Planning Ltd is made up of Robert McIlroy and Sharon McIlroy, together both have extensive experience in the Financial Services industry. Specialising in providing high-quality personal advice on many aspects of wealth management and advising clients of differing financial resources and of all ages; Whiteleigh aims to be the trusted partner in creating clear financial solutions. Whiteleigh Financial Planning Ltd 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. Whiteleigh Financial Planning is trading name of Whiteleigh Financial Planning Ltd. SJP Approved 03/02/2023

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Whiteleigh Financial Planning has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Whiteleigh Financial Planning has never raised funding before.

Frequently asked questions

Whiteleigh Financial Planning is located in Glasgow, Scotland, GB.

Whiteleigh 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.

Whiteleigh 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.

Whiteleigh Financial Planning was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Whiteleigh Financial Planning

Sharon Mcilroy

Adviser / Director - Whiteleigh Financial Planning Ltd

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