The company provides a portfolio management service to UK investors seeking to grow their stock ISA, SIPP and share portfolios.

Benefitting from a wealth of expertise in the UK stock market, specifically relating to high dividend paying shares in the FTSE 100 and FTSE 250, the business provides execution-only, advisory, and fully managed services, catering its offering to the specific requirements of each of its clients.

The company retains a network of FCA-approved experts and endeavours to build equity-based investment portfolios, with a focus on short-to-medium-term trading strategies that have the potential to offer higher income and capital growth.

Our client is offering the business for sale to facilitate their retirement plans. Offers invited.

Key Highlights

– The company’s low risk, no leverage business model has ensured its continued compliance with stringent FCA legislation, providing long-term security. Processes have also been implemented to minimise complaints, with an extraordinarily low number of complaints being registered over the last 15 years.

– Funds under management (FUM) of £15 million across 200 client portfolios, with a minimum portfolio size of circa £200k for new clients.

– The company has developed excellent relationships with a dependable network of suppliers and consultants, amassing an excellent reputation within its sector and maintaining high client retention rates.

– Highly trained and knowledgeable team in place, benefitting from a comprehensive understanding of the market and possessing the skills required to manage day-to-day operations with minimal support.

– All staff operate remotely, with scope for the business to be efficiently managed from any location across the globe.

– Retains significant scope for growth, which could be achieved by pursuing international expansion, introducing a range of complementary services (investment trusts, unit trusts, funds, overseas shares, etc.) and an enhanced focus on proactive sales and marketing activities.

Financial Highlights

– Achieved turnover in excess of £1 million in YE23, with an adjusted EBITDA of circa £650k.

– Robust lead generation and sales processes ensure that the company maintains a strong client portfolio with significant funds, supplying a dependable stream of revenue throughout the year.

– Maintains consistently strong adjusted EBITDA margins, averaging 61% across the last three years.

– Low risk business model with minimal overheads, with the company now reaping the benefits of its focus on longevity over short-term profits, which will continue to support its sustainable, organic growth for the foreseeable future.

– Several new clients expected to be onboarded within the coming months, with portfolios valued at between £1.9 million and £2.9 million set to be transferred to the business.

– A recently formed partnership with a new custodian will generate savings of £100k per annum for the business, further enhancing profitability.