Close

Choose your country

Or view all businesses for sale

Worldwide

Advertisement

An Independent Financial Adviser For Sale

UK
Asking Price:
Undisclosed
Turnover:
£500K - £1M
Net Profit:
Undisclosed

The business offers comprehensive expert independent financial advice covering mortgages, protection, pensions, and investments.

Having developed a large, loyal client base and an exceptional reputation, the business offers a strong platform from which to pursue further growth,

The business is now being offered for sale to facilitate retirement plans.

Offers invited.

Key Highlights

- Serves predominantly private individuals, as well as a significant number corporate clients.

- Holds a membership with appropriate organisations for compliance and financial support services.

- The Partners are willing to provide a negotiable handover period.

- Operates from leasehold premises.

- Hiring additional skilled Advisers could enable the business to immediately undertake a larger workload and expand revenue.

- As it has experienced primarily organic growth through repeat clients and referral business, there is scope to significantly increase sales through introducing proactive marketing strategies.

Financial Highlights

- Consistently generates an annual turnover between £650k-750k.

- Annual adjusted EBITDA between £200k-300k.

Property Information

Property:

Leasehold