Project Oakleigh

Financial Services · Wealth Management in UK — business for sale on BizFlip

21-year wealth management business in Harrogate with 5 staff. 90% of revenue is repeat or contracted. Systems and SOPs are documented. Operating licences transfer with the sale. Revenue grew 8% year on year.

Asking price
£1.2M
Years established
21
Staff
5

Founded January 2005 above a bakery on Cheltenham Parade with one filing cabinet of clients. 2008 financial crisis brought a wave of new clients seeking a local adviser. Moved to Station Parade offices and hired first associate adviser, Fiona Marsh, in 2011. Became chartered financial planners in 2015, opening referral relationships with two local accountancy firms. Now manages ~£145m AUM across ~310 households.

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🏢Listed: 29d ago🏢 Lower-Mid$1.1MYoY +11.27%
Project SeacliffUnder offer
📍 Sydney, Australia · Dental Practices
Rev $2.6M0.44x · ask
EBITDA $470K2.45x · ask
Save this listing• Seller
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