Based in the Midlands
The company is an independent provider of advice on mortgage and insurance products, offering a comprehensive portfolio, including several niche and exclusive products that are not available in the wider industry.
Operating nationwide, the company provides a dedicated, comprehensive offering that combines professional service with a personalised face-to-face approach, ensuring an excellent reputation.
The company is being offered for sale to facilitate the shareholder’s retirement.
The book of mortgage and protection business is available to acquire, should a buyer not wish to buy the business outright.
Offers invited.
Key Highlights
Caters to private individuals, many of whom provide repeat business.
Offered for sale as a fully relocatable opportunity.
Considerable scope for growth, with a newly developed website providing opportunities to expand across a wider area and reach a wider client base.
Financial Highlights
Generated a turnover of £409k in YE24, with an adjusted EBITDA of £118k.
Adjusted EBITDA has increased 55% between YE22 and YE24.
