Mutual Financial Management LLP
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Mutual Financial Management LLP - overview
Established
2006
Location
Cheshire, -, UK
Primary Industry
Financial Services
About
Based in Cheshire, UK, and founded in 20o6, Mutual Financial Management LLP operates as a wealth management company providing corporate and personal financial planning services such as retirement planning, and specialist tax advice. In June 2022, Wren Sterling Financial Planning Limited, a portfolio company of Lightyear Capital, agreed to acquire Mutual Financial Management LLP. Mutual Financial Management LLP provides investment and wealth management solutions for clients that includes investments in asset class such as fixed interest, UK equity, international equity, hedge funds and alternatives, and property. The company offers a variety of services for individuals and businesses including financial planning and tax planning.
In addition, the firm supports their customers with personal and company pensions such as group personal pensions, occupational pensions, final salary, and defined benefit schemes.
Current Investors
Wren Sterling Financial Planning Limited
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Website
www.mutualfm.co.uk
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Mutual Financial Management LLP - 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 | Completed | Mutual Financial Management LLP | - |
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