Profile Financial Solutions

Profile Financial Solutions (PFS) is a whole of market, directly FCA authorised Independent Financial Advisor. The business was established in mid-2013 and specialises in giving free, no obligation pension reviews to mass market clients. PFS are already one of the largest pension review companies in the UK, providing a service to 1000+ people per month.

PFS’s regulatory position means that the business gives clients “best” advice across all regulated pension products. As a consequence, using the PFS service ensures client’s will either be advised to stay with their existing retirement provisions or will be moved to the best possible new plan. 

PFS core proposition is to offer free advice to help people: 

a) Reduce charges (i.e. receive better value from their pension) 
b) Understand and benefit from recent pension “freedom” rule changes 
c) Match fund choices to attitude to risk 
d) Potentially move to better performing pension investments 
e) Receive ongoing advice to ensure current retirement planning choices remain optimum 

This advice is free and no obligation with a transparent Fee being charged if the client decides to take advice to transfer. As part of a Service Desk provision and Annual Review process PFS do offer advice on Protection (life insurance) and Savings (ISAs) to existing clients, plus access to mortgage and estate planning services. 

PFS is able to provide this service to such a wide range of clients by utilising an efficient technology enabled telephone based delivery model. All services are delivered over the telephone with very high levels of compliance.
Company Growth (employees)
Type
Private
HQ
Preston, GB
Founded
2013
Size (employees)
67 (est)+5%
Profile Financial Solutions was founded in 2013 and is headquartered in Preston, GB

Profile Financial Solutions Office Locations

Profile Financial Solutions has an office in Preston
Preston, GB (HQ)
Norwest Court Guildhall Street

Profile Financial Solutions Data and Metrics

Summary Metrics

Founding Date

2013

Total Funding

$2 m

Latest funding size

$2 m

Time since last funding

over 2 years

Investors

Profile Financial Solutions's latest funding round in March 2015 was reported to be $2 m. In total, Profile Financial Solutions has raised $2 m

Profile Financial Solutions Financial Metrics

GBP

Cash (30-Jun-2016)

25.9 k
GBPFY, 2014FY, 2015FY, 2016

Cash

16.4 k8.5 k25.9 k

Accounts Receivable

504.4 k1.4 m1.8 m

Current Assets

520.8 k1.4 m1.8 m

PP&E

46.8 k86.4 k135 k
Y, 2016

Financial Leverage

6.2 x
Show all financial metrics

Traffic Overview of Profile Financial Solutions

Profile Financial Solutions News and Updates

Meet the 17 high-growth startups being hot-housed by the LSE

The company behind the "flying bum" airship and a tech startup whose lights now appear on Boris bikes across the capital are among 17 companies to be selected for the London Stock Exchange's accelerator programme. The LSE Elite programme provides support to high-growth small businesses including …

Profile Financial Solutions Company Life and Culture

You may also be interested in