About Broughtons Financial Planning
Broughtons Financial Planning is a company based in Oldbury (United Kingdom) founded in 2000 was acquired by Mattioli Woods in August 2018.. The company has 800 employees as of January 31, 2022. Broughtons Financial Planning offers products and services including Wealth Management, Investments, Pensions, and Employee Benefits. Broughtons Financial Planning operates in a competitive market with competitors including Investec, Aviva, FNZ, Schroders and HSBC, among others.
- Headquarter Oldbury, United Kingdom
- Employees 800 as on 31 Jan, 2022
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Sectors
Financial Services
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Mattioli Woods Plc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
800
as on Jan 31, 2022
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Acquired by
Mattioli Woods
(Aug 09, 2018)
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Products & Services of Broughtons Financial Planning
Broughtons Financial Planning offers a comprehensive portfolio of products and services, including Wealth Management, Investments, Pensions, and Employee Benefits. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for managing investments and financial planning needs.
Solutions for portfolio management and tax-efficient investing.
Options for retirement planning and pension management.
Programs for employee engagement and business protection strategies.
Funding Insights of Broughtons Financial Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Broughtons Financial Planning
Broughtons Financial Planning has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mattioli Woods. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided by Mattioli Woods.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Broughtons Financial Planning
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Broughtons Financial Planning
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Broughtons Financial Planning Comparisons
Competitors of Broughtons Financial Planning
Broughtons Financial Planning operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Aviva, FNZ, Schroders and HSBC, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Insurance and asset management services are offered in multiple regions.
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Wealth management solutions are delivered for asset managers.
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Investment management and wealth management services are provided to clients.
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Universal banking and financial advisory services are provided globally.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Broughtons Financial Planning
Frequently Asked Questions about Broughtons Financial Planning
When was Broughtons Financial Planning founded?
Broughtons Financial Planning was founded in 2000.
Where is Broughtons Financial Planning located?
Broughtons Financial Planning is headquartered in Oldbury, United Kingdom.
How many employees does Broughtons Financial Planning have?
As of Jan 31, 2022, the latest employee count at Broughtons Financial Planning is 800.
What does Broughtons Financial Planning do?
The firm was established in 2000 in Oldbury, United Kingdom, focusing on the financial services sector. Investment management operations are conducted with a diversified approach, encompassing portfolio advisory and planning services. Activities are centered in the UK market, supporting client assets through structured financial strategies. No international expansions are noted in available records.
Who are the top competitors of Broughtons Financial Planning?
Broughtons Financial Planning's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Broughtons Financial Planning offer?
Broughtons Financial Planning offers Wealth Management, Investments, Pensions, and Employee Benefits.
Who are Broughtons Financial Planning's investors?
Broughtons Financial Planning has 1 investor. Key investors include Mattioli Woods.
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