Pharon Independent Financial Advisers Limited
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Pharon Independent Financial Advisers Limited - overview
Established
1973
Location
Canterbury, Kent, UK
Primary Industry
Financial Services
About
Pharon Independent Financial Advisers Limited is a dedicated financial advisory firm that offers personalized financial guidance for individuals, businesses, and trusts, focusing on objective solutions across a diverse range of financial services. Pharon Independent Financial Advisers Limited operates as a Whole of Market Independent Financial Adviser (IFA) established in 1973 in Canterbury, UK. The firm was formed to provide comprehensive financial advice and has maintained its core strategy since inception. Over the years, it has built a distinguished reputation serving a diverse clientele, including high-net-worth individuals and corporate entities.
The firm was acquired in November 2025 by Craven Street Wealth Limited, a portfolio company of Wealthtime Limited and AnaCap, enhancing its management solutions and digital tools. Pharon Independent Financial Advisers Ltd specializes in providing comprehensive financial advice tailored to the unique needs of individuals, businesses, and trusts. As a Whole of Market Independent Financial Adviser (IFA), the firm offers an extensive range of services, including financial planning, pension management, investment strategies, and corporate services. Their approach ensures that clients receive unbiased recommendations without limitations imposed by specific product providers.
The firm has built a distinguished reputation since its establishment in 1973 and serves a diverse clientele across the South East of England and beyond, including high-net-worth individuals and corporate entities seeking personalized financial solutions. Pharon's Chartered Status reflects its commitment to maintaining the highest standards of professionalism and expertise within the financial advisory sector. Pharon Independent Financial Advisers Ltd generates revenue primarily through advisory fees for its bespoke financial services. The firm's transactional structure is characterized by direct client engagements, where clients receive personalized advice in face-to-face consultations.
Revenue is typically derived from ongoing advisory agreements, where clients pay fees based on the complexity and scope of the services provided. While specific pricing plans are not disclosed, the firm's offerings are designed to cater to various client needs, with services ranging from investment management to retirement planning. As a trusted adviser, Pharon focuses on building long-term relationships with clients, which underpins its revenue model and sustainability in the financial advisory market. The acquisition of Pharon Independent Financial Advisers Limited by Craven Street Wealth Limited in November 2025 aims to enhance management solutions and strengthen digital tools within the firm.
The new ownership may lead to the introduction of innovative products and services tailored for expanding market segments. Specific plans for entering new geographic regions or markets have not yet been disclosed, but the strategic direction points towards leveraging synergies with Craven Street's existing portfolio. Future initiatives will build upon the firm's established foundation, focusing on delivering enhanced financial advisory solutions.
Current Investors
Craven Street Wealth Limited
Primary Industry
Financial Services
Sub Industries
Brokerages
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Pharon Independent Financial Advisers 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 | Completed | Pharon Independent Financial Advisers Limited | - |
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