About Advanced Financial Planning
Advanced Financial Planning is a Financial Services company based in Durham (United Kingdom) founded in 2003, and was acquired by Fairstone in May 2020. Wealth management firm. Its focus areas include Asset Management and Wealth Management. Its competitors include Equiom Group, Titan Wealth and Artorius; 1 of its 3 listed competitors has raised funding.
Company details
Advanced Financial Planning was established in 2003 in Durham, United Kingdom. Wealth management is handled by the firm within the financial services sector. Operations center on advising clients regarding investments, retirement planning, and asset allocation. Services are extended to individuals and organizations across the UK, with a focus on tailored financial strategies. The domain advancedplanning.co.uk is utilized for online resources and client interactions.
- Headquarters Durham, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
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- Website advancedplanning.co.uk
- Acquired by Fairstone (May 2020)
Investors in Advanced Financial Planning
Advanced Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Fairstone.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Fairstone is engaged in providing wealth management and financial planning services. | fairstone.co.uk | Sunderland, United Kingdom |
Investor details for Advanced Financial Planning
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Timeline of Advanced Financial Planning
2 dated milestones of Advanced Financial Planning across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Advanced Financial Planning is founded.
- Exit Acquired by Fairstone.
Competitors of Advanced Financial Planning
Advanced Financial Planning has 3 listed competitors in our database, 1 of them funded. They include Equiom Group, Titan Wealth and Artorius.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm | ||
| titanwh.com | 2020 | London, United Kingdom | Wealth management and investment services are provided to clients. | |||
| artorius.com | 2014 | Manchester, United Kingdom | $5.36M | 40 | Wealth management company |
Detailed competitors of Advanced Financial Planning
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- Full competitor set
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Top companies in Asset Management
3 companies that operate in the same segment as Advanced Financial Planning (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about Advanced Financial Planning
Advanced Financial Planning was founded in 2003.
Advanced Financial Planning is headquartered in Durham, United Kingdom.
Advanced Financial Planning was established in 2003 in Durham, United Kingdom. Wealth management is handled by the firm within the financial services sector. Operations center on advising clients regarding investments, retirement planning, and asset allocation. Services are extended to individuals and organizations across the UK, with a focus on tailored financial strategies. The domain advancedplanning.co.uk is utilized for online resources and client interactions.
Advanced Financial Planning's top competitors include Equiom Group, Artorius and Titan Wealth.
Advanced Financial Planning has 1 investor. Key investors include Fairstone.
Yes. Advanced Financial Planning was acquired by Fairstone in May 2020.