About Encompass Financial Management
Encompass Financial Management is a Financial Services company based in Chandler's Ford (United Kingdom) founded in 2004 by Mark Courage, and was acquired by IWP in September 2021. Wealth and financial management services are provided to clients. The company has 10 employees. Encompass Financial Management offers products and services including Lifestyle Planning, Active Wealth, Wealth Builder, and Other Services. Its focus areas include Asset Management and Wealth Management. Its legal entity is ENCOMPASS FINANCIAL MANAGEMENT LTD. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
Encompass Financial Management was established in 2004 by founder Mark Courage. Wealth and financial management services are delivered within the financial sector, encompassing advisory and planning operations. The company operates via its domain encompassfm.co.uk, with a focus on client-oriented financial solutions. No specific geographic location is detailed, though activities align with UK-based financial practices.
- Headquarters Chandler's Ford, United Kingdom
- Employees 10
- Founders Mark Courage
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website encompassfm.co.uk
- Acquired by IWP (Sep 2021)
- Legal Name Encompass Financial Management Ltd
- Investors
- Employee Count10
- Acquired byIWP
(Sep 2021)
Products & Services of Encompass Financial Management
Encompass Financial Management offers a comprehensive portfolio of products and services, including Lifestyle Planning, Active Wealth, Wealth Builder, and Other Services.
Service for organizing personal financial goals and security.
Strategy for dynamic wealth growth and investment.
Program to build and manage long-term financial assets.
Additional support for general financial planning needs.
Investors in Encompass Financial Management
Encompass Financial Management has secured backing from 1 investor. Prominent investors backing the company include IWP Financial Planning.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Personalized financial planning is offered by a nationwide team. | 2018 | iwpuk.co.uk | London, Canada |
Investor details for Encompass Financial Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Encompass Financial Management
1 people are tracked at Encompass Financial Management (1 in leadership); the tracked headcount is 10.
| Name | Role | Group |
|---|---|---|
Mark Courage | Founder | Leadership |
Complete people profiles for Encompass Financial Management
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Encompass Financial Management
2 dated milestones of Encompass Financial Management across 17 years, from founding to its latest funding, stage changes and deals.
- Founded Encompass Financial Management is founded.
- Exit Acquired by IWP.
Competitors of Encompass Financial Management
Encompass Financial Management has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Encompass Financial Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Encompass Financial Management (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 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Encompass Financial Management
Complete news archive for Encompass Financial Management
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Encompass Financial Management
Encompass Financial Management was founded in 2004.
Encompass Financial Management is headquartered in Chandler's Ford, United Kingdom. It is registered at Chandler's Ford, Hampshire, United Kingdom.
Encompass Financial Management has 10 employees.
Encompass Financial Management was established in 2004 by founder Mark Courage. Wealth and financial management services are delivered within the financial sector, encompassing advisory and planning operations. The company operates via its domain encompassfm.co.uk, with a focus on client-oriented financial solutions. No specific geographic location is detailed, though activities align with UK-based financial practices.
Encompass Financial Management's top competitors include abrdn, Mattioli Woods and Equiom Group.
Encompass Financial Management offers Lifestyle Planning, Active Wealth, Wealth Builder, and Other Services.
Encompass Financial Management has 1 investor. Key investors include IWP Financial Planning.
Encompass Financial Management operates through Encompass Financial Management Ltd.
Yes. Encompass Financial Management was acquired by IWP in September 2021.