the UK marketplace for company sales

Financial advisory

£0.5m to £1m
Professional & financial
North East England, North West England
01 December 2021

Business description

Provides a range of financial services and advice to private clients from a range of backgrounds.

Services the group offers include pension advice, investment advice, mortgage advice and life assurance.

The company currently has over 400 active clients on its records, circa 98% of which provide reliable, repeat business on an ongoing basis.

Our clients are now offering the company for sale to facilitate their retirement plans.

Offers Invited


  • A multi-accredited company with an excellent industry reputation.
  • The shareholders have indicated that they would be willing to provide a mutually agreeable handover period to ensure the continued smooth running of the business. 
  • Operates from freehold premises. 
  • Many opportunities for expansion, including exploration of new sectors and the implementation of marketing strategies. 
  • Has established a prominent position within its sector and is held in high regard for the quality and reliability of its offering.


Turnover (£'000) Adjusted EBITDA (£'000)
2018 (Actual) 568 35
2019 (Actual) 611 118
2020 (Actual) 816 164
2021 (Actual) 916 239
  • YE21 turnover in excess of £916k.
  • Gross profit margin of 41%.
  • Has shown consistent growth year-on-year.

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