Robinson Financial Solutions Limited

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Robinson Financial Solutions Limited - overview

Established

2013

Location

Harrogate, -, UK

Primary Industry

Financial Services

About

Based in the UK, and founded in 2013 by Colin Robinson, Robinson Financial Solutions Limited operates as an independent financial advisory firm that provides comprehensive financial services to individuals and businesses. In 2022, Hurst Point Group, a portfolio company of Carlyle Group, acquired Robinson Financial Solutions. Robinson Financial Solutions Limited specializes in financial planning services; pension-related services, including retirement planning, income drawdown, self-invested personal pensions (SIPP), personal pensions, executive pension plans, stakeholder pensions, and guidance; wealth management services, including relationship management, trust information, estate planning, lasting power of attorney, and wills; life assurance products. In addition, the company provides business insurance solutions and guidance on various aspects of taxation, including income tax, capital gains tax, and inheritance tax planning.


Current Investors

Hurst Point Group Limited

Primary Industry

Financial Services

Sub Industries

Consulting Services, Accounting Services, Investment Banking

Website

www.robinsonfinancialsolutions.co.uk

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

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Robinson Financial Solutions Limited - timeline of key events

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Robinson Financial Solutions Limited - financials

Fiscal Year EndedDec 31, 2022Dec 31, 2023Dec 31, 2024
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Robinson Financial Solutions Limited - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedRobinson Financial Solutions Limited-

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Robinson Financial Solutions Limited - employee data

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