Utopia Financial Planning Limited
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Utopia Financial Planning Limited - overview
Established
2004
Location
-, West Yorkshire, UK
Primary Industry
Financial Services
About
Founded in 2004 and based in West Yorkshire, UK, Utopia Financial Planning Limited, also known as Utopia, operates as a chartered financial planning firm that provides retirement planning solutions for individuals and small businesses. In July 2021, Fairstone Group Ltd, a portfolio company of Synova and TA Associates, acquired Utopia Financial Planning Limited. Utopia offers financial planning and financial advisory solutions, including pension and investment performance planning solutions, retirement planning solutions, estate planning, life assurance, investment advisory solutions, corporate planning solutions, and tax planning solutions.
Current Investors
Fairstone Group Ltd
Primary Industry
Financial Services
Sub Industries
Accounting Services, Investment Banking
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Utopia Financial Planning 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 | Utopia Financial Planning Limited | - |
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