The company offers discretionary investment management services, specialising in the provision of alternative investment market (AIM) inheritance tax (IHT) portfolio services for high-net-worth individuals, trusts and SIPPs.

Benefitting from a wealth of highly specialised in-house expertise, the company has developed a sizeable client base, managing discretionary mandates valued at circa £100 million in AIM and general portfolios and achieving consistently strong results for its clients, significantly outperforming its competitors.

The company is FCA regulated and is able to offer a wealth of independent financial management services, priding itself on providing bespoke, personalised support.

Our clients are now offering the company for sale as part of their retirement plans.

Key Highlights

– The company operates nationally, working with circa 750 clients, largely consisting of high-net-worth individuals, and benefits from a dependable stream of revenue, with some relationships spanning over 19 years.

– Owing to its focus on AIM IHT portfolio services, the company is widely renowned as a leading expert in this field, maintaining an excellent reputation.

– As an FCA regulated business, the company is able to offer a range of complementary financial planning services, including ISA and SIPP support.

– Highly experienced team in place, with all active shareholders advising that they would be open to remaining with the business in suitable roles, post-sale.

– Currently managed from leasehold premises in South England, with scope to be managed on a wholly remote basis, if required.

– Significant scope to maximise revenue by expanding into synergistic areas, such as VCT, EIS and small-cap equity investment portfolios, which could be facilitated with additional business development resource.

Financial Highlights

– Achieved turnover in excess of £1.3 million in YE23, with an adjusted EBITDA of circa £650k.

– Currently manages discretionary mandates valued at around £100 million, charging fees of between 1% and 1.5%.

– The company has recently strengthened its assets under management with additional mandates of circa £15 million and continues to gain new clients regularly.

– Maintains consistently strong gross profit and adjusted EBITDA margins, averaging 88% and 44%, respectively, across the last three years.

– Turnover is projected to rise to over £1.5 million by YE25, with adjusted EBITDA also increasing to circa £760k.

– Benefitting from a significant client base, the company has no reliance on any specific account to provide over 2.1% to turnover.