About Penfida
Penfida is a Financial Services company based in London (United Kingdom) founded in 2006, and was acquired by XPS Pensions Group in September 2022. Financial advisory services are provided by Penfida to clients. Its chief executive, as recorded, is Paul Jameson. Penfida offers products and services including Covenant Advice and Valuation Services. Its focus areas include Asset Management and Financial Advisors. Its competitors include Ascot Lloyd, Quilter and 7IM.
Company details
Penfida was established in 2006 and is headquartered in London, United Kingdom. Operations focus on the financial sector, where advisory services are delivered to support client decision-making in areas such as investments and risk management. The company serves a range of clients within the UK market. Leadership is provided by CEO Paul Jameson, overseeing strategic and operational activities.
- Headquarters London, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website penfida.co.uk
- Social LinkedIn
- Acquired by XPS Pensions Group (Sep 2022)
- Investors
- Acquired byXPS Pensions Group
(Sep 2022)
Products & Services of Penfida
Penfida offers a comprehensive portfolio of products and services, including Covenant Advice and Valuation Services.
Offers advice on pension covenants and risk monitoring for clients.
Provides triennial pension valuations and transaction support.
Investors in Penfida
Penfida has secured backing from 1 investor. Prominent investors backing the company include XPS Pensions Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Pension investment management services are provided by XPS Pensions Group. | 2012 | xpsgroup.com | London, United Kingdom |
Investor details for Penfida
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People of Penfida
1 people are tracked at Penfida (1 in leadership).
| Name | Role | Group |
|---|---|---|
Paul Jameson | CEO | Leadership |
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Timeline of Penfida
2 dated milestones of Penfida across 16 years, from founding to its latest funding, stage changes and deals.
- Founded Penfida is founded.
- Exit Acquired by XPS Pensions Group.
Competitors of Penfida
Penfida has 3 listed competitors in our database. They include Ascot Lloyd, Quilter and 7IM.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| ascotlloyd.co.uk | 2004 | Reading, United Kingdom | Provider of financial advisory services | |||
| 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. |
Detailed competitors of Penfida
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Top companies in Asset Management
3 companies that operate in the same segment as Penfida (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 Penfida
Penfida was founded in 2006.
Penfida is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Paul Jameson is the CEO of Penfida, as recorded in our data.
Penfida was established in 2006 and is headquartered in London, United Kingdom. Operations focus on the financial sector, where advisory services are delivered to support client decision-making in areas such as investments and risk management. The company serves a range of clients within the UK market. Leadership is provided by CEO Paul Jameson, overseeing strategic and operational activities.
Penfida's top competitors include Quilter, Ascot Lloyd and 7IM.
Penfida offers Covenant Advice and Valuation Services.
Penfida has 1 investor. Key investors include XPS Pensions Group.
Yes. Penfida was acquired by XPS Pensions Group in September 2022.