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.
