Entire Shareholding of a Profitable FCA Regulated Independent Financial Advisors

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Project Horizon

Hilco are pleased to offer for sale the entire shareholding of a well established integrated Insurance, Risk Management and Financial Advisory business trading in excess of 25 years, which provides holistic financial advice to individuals and businesses.

Key Highlights

Services for individuals include holistic financial planning including retirement planning, investment advice, mortgages and protection
Services for businesses include providing advice to employers on ‘employee benefits’
UK wide client base concentrated in the midlands
Significant volume of repeat and contracted income from an established and loyal client base
Experienced and knowledgeable team of 4 employees, along with numerous ‘contract for hire’ advisors
Operating from leasehold premises in the Midlands
Turnover 12 months to end March 24 – £1.05m, profit £31,000
Turnover 12 months to end March 23 – £1.22m, profit £96,000

The sale gives prospective purchasers an excellent opportunity to acquire the 100% shareholding of an established and profitable Independent Financial Advisors with significant growth prospects.

Sale Process and Further Information

On receipt of a signed non-disclosure agreement (NDA) access will be provided to a virtual data room housing additional information. To access the NDA please click the link, sign and return via email to [email protected]

Terms and Conditions

No warranties, express or implied, are provided in relation to any information or statements made in connection to this opportunity. The information contained herein, and within the project dataroom, has not been verified by Hilco and prospective purchasers must undertake their own due diligence to satisfy themselves as to the accuracy of all such information and any statements made. Hilco’s full Terms and Conditions apply. Hilco acts as agent for the Vendor who offers for sale only such right, title and interest the Company possesses in the assets.