The firm is currently operating with its head office in Southern England, focusing on a regional network to provide its core values – the ability to act as your “local broker”.
Currently, the firm consists of a strong senior management team, a research center, a regulatory compliance department and a legal department; all of them work to implement the fundamental values of the Firm and help the company continue its path of growth and competitive presence in the UK financial services market.
Keypoints:
- Dealing in investments as Principal / Agent
- 125k license
- Company incorporated 2002
- License Granted 2012
- Payment services license -2019
- Segregated Multiple currency bank accounts
- Website / marketing Campaigns / Social media platform accounts etc available
- No office lease or other lease agreements
- 300 Professional / Retail clients (utilising 3rd party platforms)
- No liabilities
Revenue:
2017–Rev Approx £800k
2018- Rev Approx £600k
2019- Rev Approx £8700k
2020- Rev Approx £600k
2021- Rev Approx £400k
The company can be scaled through SEO / social media campaigning- digital marketing and building on existing networks and overseas expansion. For the right aquirer the firm can achieve much higher levels of revenue if the right marketing is implemented. There is also the possibility of a new platform as opposed to using 3rd party providers.
The Firm is authorised to hold client money and safeguard assets.- This enables the potential to build a trading platform. Also benefits from a PSD license for payment remittance business.
It focuses on the regulation of conduct by both retail and wholesale financial services firms.
Seller is willing to stay on board as a consultant.
