Highly Regarded Financial Services Practice, Providing a Comprehensive Service Offering, Covering All Areas of Financial Advice Controlled by the FCA.

Highly regarded financial services practice, providing a comprehensive service offering, covering all areas of financial advice

controlled by the FCA. Services include (but are not limited to) property finance, wealth management and protection insurance for

individuals and businesses, majoring in property finance in its many forms.

Key Aspects

· Highly experienced team, the majority of which having over 25 years experience in the industry.

· Comprehensive service offerings, offering a one-stop-shop covering all areas of financial advice controlled by the FCA.

· Authorised representative with Quilter as a “Whole of Market” mortgage brokerage.

· Loyal customer base established due to engaging services, represented by 70% repeat custom and 80% client retention rate.

· Strong foothold in the South of England, Midlands & Wales, with a nationwide client base.

· Strong and stable organic growth built on referral custom, due to the company’s excellent service and well-regarded reputation across the industry.

· New service offerings consistently being developed to diversify and create additional revenue streams.

· Multiple long-term contracts across its service offerings, ensure a high proportion of recurring revenues each year.

Opportunities

· Opportunity to implement an innovative and targeted marketing strategy to help further brand awareness, generate new business leads, and boost sales.

· Bolt-on acquisition potential for wealth management firms looking to diversify into mortgages and offer a comprehensive service.

· Scope for an acquirer to leverage existing sales & marketing resources to increase brand awareness.

· Significant opportunity to grow revenue through the upselling of services across the company’s vast client bank.

· Potential for the company to grow sales and deal with a larger capacity of orders through the recruitment of additional talented and experienced staff members.

· Ambitious acquirers seeking to expand the business, would be primed to exploit the company’s client bank and generate further business.

· Opportunity to grow business relationships and generate additional income, particularly in regard to financial advice.