About IFA Professional Planning
IFA Professional Planning is a Financial Services company based in Scunthorpe (United Kingdom) founded in 2003, and was acquired by AFH Wealth Management in December 2018. Financial planning services are provided to clients in the UK. Its focus areas include Asset Management and Financial Advisors. Its competitors include Quilter, 7IM and Ascot Lloyd.
Company details
IFA Professional Planning was established in 2003 as a financial planning firm based in Scunthorpe, United Kingdom. Operations focus on advisory services within the financial sector, including investment guidance and retirement planning. The firm serves clients through its domain, ifaprofessionalplanning.co.uk, with activities centered in the UK market. Core functions encompass personalized financial strategies tailored to individual needs, without emphasis on broader international operations.
- Headquarters Scunthorpe, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website ifaprofessionalplanning.co.uk
- Social LinkedIn X
- Acquired by AFH Wealth Management (Dec 2018)
- Investors
- Acquired byAFH Wealth Management
(Dec 2018)
Investors in IFA Professional Planning
IFA Professional Planning has secured backing from 1 investor. Prominent investors backing the company include AFH Wealth Management.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Diversified investment and wealth management firm | 1990 | afhwm.co.uk | Bromsgrove, United Kingdom |
Investor details for IFA Professional Planning
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Timeline of IFA Professional Planning
2 dated milestones of IFA Professional Planning across 15 years, from founding to its latest funding, stage changes and deals.
- Founded IFA Professional Planning is founded.
- Exit Acquired by AFH Wealth Management.
Competitors of IFA Professional Planning
IFA Professional Planning has 3 listed competitors in our database. They include Quilter, 7IM and Ascot Lloyd.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| quilter.com | 2018 | London, United Kingdom | 3,054 | Quilter is engaged in providing financial advice and investment management. | ||
| 7im.co.uk | 2002 | London, United Kingdom | Investment management and financial planning services are provided by 7IM. | |||
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services |
Detailed competitors of IFA Professional Planning
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Top companies in Asset Management
3 companies that operate in the same segment as IFA Professional 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 IFA Professional Planning
IFA Professional Planning was founded in 2003.
IFA Professional Planning is headquartered in Scunthorpe, United Kingdom. It is registered at Scunthorpe, England, United Kingdom.
IFA Professional Planning was established in 2003 as a financial planning firm based in Scunthorpe, United Kingdom. Operations focus on advisory services within the financial sector, including investment guidance and retirement planning. The firm serves clients through its domain, ifaprofessionalplanning.co.uk, with activities centered in the UK market. Core functions encompass personalized financial strategies tailored to individual needs, without emphasis on broader international operations.
IFA Professional Planning's top competitors include Quilter, Ascot Lloyd and 7IM.
IFA Professional Planning has 1 investor. Key investors include AFH Wealth Management.
Yes. IFA Professional Planning was acquired by AFH Wealth Management in December 2018.