Halsteadcfp

London, United Kingdom Founded: 2007 • Age: 19 yrs Acquired By MKC Wealth
Provider of wealth management and financial planning services to individuals and businesses

About Halsteadcfp

Halsteadcfp is a Financial Services company based in London (United Kingdom) founded in 2007, and was acquired by MKC Wealth in November 2024. Provider of wealth management and financial planning services to individuals and businesses. Halsteadcfp offers products and services including Financial Planning, Investment Management, and Mortgage and Protection. Its focus areas include Asset Management and Diversified. Its legal entity is MKC Wealth Ltd. Its competitors include Investec, Aviva and Schroders.

Company details

Halsteadcfp was founded in 2007 and is registered in England and Wales as a financial advisory firm. Wealth management and chartered financial planning services are offered to individuals and businesses by a team of experienced advisors. Operations are based in London, United Kingdom, with connections maintained to industry organizations and associations for professional guidance and solutions.

Operational Areas
Key Metrics

Products & Services of Halsteadcfp

Halsteadcfp offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Mortgage and Protection.

Financial Planning
Advisory Services

Provides guidance on personal finance and wealth strategies.

Investment Management
Wealth Management

Offers advice on investments and portfolio management services.

Mortgage and Protection
Financial Protection

Assists with mortgages and risk protection for clients.

Investors in Halsteadcfp

Halsteadcfp has secured backing from 1 investor. Prominent investors backing the company include MKC Wealth.

All
InvestorDescriptionFounded YearDomainLocation
Wealth management services are provided to clients by MKC Wealth.
2003mkcwealth.comLondon, United Kingdom
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Investor details for Halsteadcfp

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Timeline of Halsteadcfp

2 dated milestones of Halsteadcfp across 17 years, from founding to its latest funding, stage changes and deals.

  1. Founded Halsteadcfp is founded.
  2. Exit Acquired by MKC Wealth.

Competitors of Halsteadcfp

Halsteadcfp has 3 listed competitors in our database. They include Investec, Aviva and Schroders.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
investec.com1974London, United Kingdom9,444
Global banking, investment, and wealth management services are offered worldwide.
aviva.com1696London, United Kingdom27,873
Insurance and asset management services are offered in multiple regions.
schroders.com1804London, United Kingdom249
Investment management and wealth management services are provided to clients.
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Detailed competitors of Halsteadcfp

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Top companies in Asset Management

3 companies that operate in the same segment as Halsteadcfp (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Global banking, investment, and wealth management services are offered worldwide.
1974London, England, United KingdomUSD 6.37 B7,550
Universal banking and financial advisory services are provided globally.
1865London, England, United KingdomUSD 141.4 B211,000
Insurance and asset management services are offered in multiple regions.
1696London, England, United KingdomUSD 78.79 B29,090
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Frequently Asked Questions about Halsteadcfp

Halsteadcfp was founded in 2007.

Halsteadcfp is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Halsteadcfp was founded in 2007 and is registered in England and Wales as a financial advisory firm. Wealth management and chartered financial planning services are offered to individuals and businesses by a team of experienced advisors. Operations are based in London, United Kingdom, with connections maintained to industry organizations and associations for professional guidance and solutions.

Halsteadcfp's top competitors include Investec, Aviva and Schroders.

Halsteadcfp offers Financial Planning, Investment Management, and Mortgage and Protection.

Halsteadcfp has 1 investor. Key investors include MKC Wealth.

Halsteadcfp operates through Mkc Wealth Ltd.

Yes. Halsteadcfp was acquired by MKC Wealth in November 2024.

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