Independent Wealth Planners Uk Limited
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Independent Wealth Planners Uk Limited - overview
Established
2018
Location
London, -, UK
Primary Industry
Business Support Services
About
Based in West End, UK, Independent Wealth Planners UK Limited operates as a financial services company that offers financial advisory and wealth planning services to its clients. As of 2023, the company is led by its CEO Rob Allen. The firm offers wealth planning support and advisory services to its clients and provides infrastructure and support services. It offers compliance support and offers business support services along with investment research services.
It also provides training and development services, marketing, and recruitment services for its clients.
Primary Industry
Business Support Services
Sub Industries
Consulting Services, Business Support Services, Marketing/Advertising, Recruitment/Executive Search, Offshore IT Services/IT Outsourcing, Financial Services, IT Infrastructure
Website
www.iwpuk.co.uk/
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Independent Wealth Planners Uk Limited - timeline of key events
Independent Wealth Planners Uk Limited - financials
| Fiscal Year Ended | Mar 31, 2020 | Mar 31, 2021 | Mar 31, 2022 | Mar 31, 2023 | Mar 31, 2024 | Mar 31, 2025 |
|---|---|---|---|---|---|---|
| Revenue (USD) | 8,465,000 | 20,703,000 | 23,000,000 | - | - | - |
| % Revenue Growth (YoY) | - | 144.6% | 11.1% | - | - | - |
| EBITDA (USD) | 571,000 | 493,000 | 8,978,000 | - | - | - |
| Operating Income (USD) | (1,901,000) | (5,408,000) | 3,088,000 | - | - | - |
| Operating Margin | (22.5%) | (26.1%) | 13.4% | - | - | - |
| % EBITDA Margin | 6.7% | 2.4% | 39.0% | - | - | - |
| NET Income (USD) | (1,595,000) | (9,684,000) | 906,000 | - | - | - |
| % Net Margin | (18.8%) | (46.8%) | 3.9% | - | - | - |
Independent Wealth Planners Uk Limited - deals
| Deals Type | 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Announced | Independent Wealth Planners Uk Limited | - |
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Independent Wealth Planners Uk Limited - employee data
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