Threshold Financial Services Ltd

Threshold Financial Services Ltd is a leading financial and mortgage advisory company, operating since 2004. It has positioned itself as a specialist in providing advice for new builds and comes highly recommended by prominent UK house builders and housing associations. Additionally, the company offers comprehensive financial advice covering areas such as pensions, retirement benefits, investments, and IHT mitigation strategies to private clients, businesses, and trustees. As part of Openwork, one of the UK's largest financial advice networks, Threshold has garnered significant recognition, including prestigious awards. In 2017, the company relocated its head office to Southampton to accommodate its continued growth, and it also has regional offices in Dartford and Exeter to meet increasing demand. Recognitions and approvals such as being approved by The Openwork Partnership on 02/10/2023 further underline the company's credibility. However, there is no information available on the last investment or the company's headquarters. It operates in the Finance, Financial Services, and Insurance industries. The company's commitment to excellence as evidenced by its awards, extensive network, and solid track record in new build specialist services positions it well for potential investment opportunities.