Howe Maxted Financial

Kent, United Kingdom Founded: 2013 • Age: 13 yrs Acquired By Wren Sterling
Provider of wealth management services
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About Howe Maxted Financial

Howe Maxted Financial is a company based in United Kingdom founded in 2013 was acquired by Wren Sterling in July 2024.. Howe Maxted Financial offers products and services including Pensions Planning, Investment Advice, Tax Planning, Retirement Choices, and Corporate Planning. Howe Maxted Financial operates in a competitive market with competitors including FNZ, Investec, Aviva, HSBC and Schroders, among others.

  • Headquarter Kent, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Legal Name Howe Maxted Group
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Wren Sterling

    (Jul 17, 2024)

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Products & Services of Howe Maxted Financial

Howe Maxted Financial offers a comprehensive portfolio of products and services, including Pensions Planning, Investment Advice, Tax Planning, Retirement Choices, and Corporate Planning. 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.

Primary

Assists in managing retirement funds and income strategies.

Guides clients on selecting investments to achieve financial goals.

Helps minimize tax liabilities through strategic advice.

Advises on options for post-retirement financial management.

Provides solutions for business financial needs and protection.

Funding Insights of Howe Maxted Financial

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in Howe Maxted Financial

Howe Maxted Financial has secured backing from 1 investor. Prominent investors backing the company include Wren Sterling. 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.

All
Investor Description Founded Year Domain Location
Financial planning services are provided to clients in the UK.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Howe Maxted Financial

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Howe Maxted Financial

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Howe Maxted Financial Comparisons

Employees
+
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Competitors of Howe Maxted Financial

Howe Maxted Financial 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 FNZ, Investec, Aviva, HSBC and Schroders, 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
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Insurance and asset management services are offered in multiple regions.
domain founded_year HQ Location
Universal banking and financial advisory services are provided globally.
domain founded_year HQ Location
Investment management and wealth management services are provided to clients.
domain founded_year HQ Location
Commercial banking and asset management services are offered worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Howe Maxted Financial

Frequently Asked Questions about Howe Maxted Financial

When was Howe Maxted Financial founded?

Howe Maxted Financial was founded in 2013.

Where is Howe Maxted Financial located?

Howe Maxted Financial is headquartered in United Kingdom. It is registered at Kent, United Kingdom.

What does Howe Maxted Financial do?

Howe Maxted Financial was established in 2013 in Kent, United Kingdom, as a provider in the financial services sector. Wealth management operations are conducted, with services such as pension planning, investment advice, tax planning, and related financial guidance offered to clients. Focus is placed on supporting individual and corporate financial needs within the UK market.

Who are the top competitors of Howe Maxted Financial?

Howe Maxted Financial's top competitors include Investec, Goldman Sachs and HSBC.

What products or services does Howe Maxted Financial offer?

Howe Maxted Financial offers Pensions Planning, Investment Advice, Tax Planning, Retirement Choices, and Corporate Planning.

Who are Howe Maxted Financial's investors?

Howe Maxted Financial has 1 investor. Key investors include Wren Sterling.

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