Incorporated in the early 2010s, the company is a mortgage and insurance brokerage, offering friendly advice and providing access to a wide panel of lenders. The company caters to those seeking mortgages, life cover and general insurance products, such as home insurance. Currently based in the Central Lowlands of Scotland, the company provides UK-wide coverage, and offers home visits across Glasgow, Edinburgh and throughout Central Scotland.
The FCA-authorised company has earned a well-respected standing within the mortgage brokerage market, and boasts a number of positive client testimonials that praise the company’s reactivity, thoroughness, and competitively-priced services. The business’ excellent financial profile also testifies to the quality of its service, with steady sales and profits over the past few years.
The company has a number of gains to offer the prospective purchaser, including:
The company may well constitute an ideal bolt-on acquisition to an existing financial services business. Any new purchaser would need to ensure that they, or a member of staff, were in possession of the relevant CeMap qualification.
The shareholder wishes to focus on other business interests.
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