The company is a respected and highly regarded financial advisory partnership that works with high-net-worth individuals based in London and the surrounding areas.

Benefitting from a wealth of in-house experience within the financial services industry, the company is renowned for its impartial, expert advice, enabling it to earn an excellent reputation as a trusted partner.

The company has cultivated a significant portfolio, managing funds of over £196 million, and continues to benefit from a consistent, reliable stream throughout the year, with the unparalleled expertise of its team enabling it to offer unique and highly desirable solutions.

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

Key Highlights

– Specialises in savings and investments. Maintains an average household investment value of circa £950,000, with fees ranging from 0.5% to 1.62% per annum.

– The Business is an appointed representative of a well-established, FCA-regulated financial services distribution company, supplying a consistent, reliable stream of revenue throughout the year.

– Operates on a regional basis, predominantly working with clients based across London (90%), with most other clients being located in the surrounding regions.

– Currently works with circa 200 households, managing over 1,100 investments and maintaining strong, long-standing client relationships, several of which span over 20 years.

– Highly skilled and uniquely qualified team in place, benefitting from extensive knowledge of the sector and possessing the skills required to manage day-to-day operations with minimal support.

– Operates from prominent, centrally located leasehold premises in London.

Financial Highlights

– Achieved turnover of £2.57 million in YE23, with an adjusted EBITDA in excess of £2.13 million.

– Currently manages funds in excess of £196 million, with service fees typically ranging between 0.5% and 1.62%.

– Turnover and adjusted EBITDA projected to remain consistently strong over the coming years, with ongoing fees from existing clients ensuring the enduring prosperity of the business for the foreseeable future.

– Maintains strong gross profit and adjusted EBITDA margins, averaging 98% and 81%, respectively, across the last three years.

– Continues to benefit from a steady stream of inbound enquiries and referral business, supplementing existing revenue streams. Additional fees of £300,000 are anticipated in the coming months.

The company is a respected and highly regarded financial advisory partnership that works with high-net-worth individuals based in London and the surrounding areas.

Benefitting from a wealth of in-house experience within the financial services industry, the company is renowned for its impartial, expert advice, enabling it to earn an excellent reputation as a trusted partner.

The company has cultivated a significant portfolio, managing funds of over £196 million, and continues to benefit from a consistent, reliable stream throughout the year, with the unparalleled expertise of its team enabling it to offer unique and highly desirable solutions.

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

Key Highlights

– Specialises in savings and investments. Maintains an average household investment value of circa £950,000, with fees ranging from 0.5% to 1.62% per annum.

– The Business is an appointed representative of a well-established, FCA-regulated financial services distribution company, supplying a consistent, reliable stream of revenue throughout the year.

– Operates on a regional basis, predominantly working with clients based across London (90%), with most other clients being located in the surrounding regions.

– Currently works with circa 200 households, managing over 1,100 investments and maintaining strong, long-standing client relationships, several of which span over 20 years.

– Highly skilled and uniquely qualified team in place, benefitting from extensive knowledge of the sector and possessing the skills required to manage day-to-day operations with minimal support.

– Operates from prominent, centrally located leasehold premises in London.

Financial Highlights

– Achieved turnover of £2.57 million in YE23, with an adjusted EBITDA in excess of £2.13 million.

– Currently manages funds in excess of £196 million, with service fees typically ranging between 0.5% and 1.62%.

– Turnover and adjusted EBITDA projected to remain consistently strong over the coming years, with ongoing fees from existing clients ensuring the enduring prosperity of the business for the foreseeable future.

– Maintains strong gross profit and adjusted EBITDA margins, averaging 98% and 81%, respectively, across the last three years.

– Continues to benefit from a steady stream of inbound enquiries and referral business, supplementing existing revenue streams. Additional fees of £300,000 are anticipated in the coming months.