Esk Valley Financial Services Limited Asset Profile

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Year established

2003

Location

Primary Industry

Financial Services

About

Based in Redcar, UK, and founded in 2003 by Paul Gatenby, Esk Valley Financial Services Limited offers independent financial advice and services across mortgage services, investment and portfolio planning, protection and inheritance planning, retirement planning, property, and other general financial planning to the communities of North Yorkshire and Cleveland. In October 2022, Perspective Financial Group Limited, a portfolio company of CBPE Capital, acquired Esk Valley Financial Services Limited. The company provides advisory across such as purchases, remortgages, buy-to-lets, first-time buyers, life cover, critical illness cover, serious illness cover, income protection insurance, inheritance tax planning, retirement, investment, and portfolio planning, and more to its client for achieving their financial goals. As of October 2022, Esk Valley Financial Services has 150 clients and GBP 30 million AUM with a client bank predominantly comprising rural and farming clients stretching from Whitby to Guisborough.

Current Investors

Perspective Financial Group Limited

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Primary Industry

Financial Services

Sub Industries

Consulting Services, Investment Banking

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

Deal Status	Target (s)	Deal Date	Investor(s)	Seller(s)	Deal size (Mn)	Enterprise value (Mn)	Post-money valuation (Mn)	EBITDA multiple (x)	Revenue multiple (x)	Lead partner (s)
Completed	Esk Valley Financial Services Limited	10 Oct 2022

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