FCA-Regulated Multi-Asset Advisory Brokerage in UK
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Financial Details
- Location:
- UK
- Source:
- Date:
- July 02, 2025
Key Highlights
- FCA-regulated multi-asset advisory brokerage based in the UK.
- Features proprietary software and a client base of 1,423 accounts with £4.8M+ FUM.
- Operates on a non-custodial model with a clean regulatory history, focusing on advisory service revenue.
Description
Analysis of a UK-based, FCA-regulated multi-asset advisory brokerage for potential acquisition. Key assets include the FCA license, proprietary software, a client base of 1,423 accounts (329 funded), and £4.8M+ in Funds Under Management. The business operates on a non-custodial model with a clean regulatory history. Revenue is primarily derived from advisory services. The asking price is not disclosed.
Industry Information
- Industry Description:
- Financial Assets
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 88ed1d10-17e4-4075-bfd7-f2c264f008d2
- Deal Status:
- For Sale
- Date Posted:
- July 01, 2025
- Last Updated:
- July 02, 2025
- Currency:
- USD
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