UK Multi-Asset Advisory Brokerage/Forex for sale
This regulated multi-asset advisory brokerage offers a range of tailored investment solutions. It serves both retail and professional clients with
comprehensive advisory and execution-only services. The firm holds a UK license and specializes in investments such as CFDs, shares, options, and spread
betting. It provides clients with access to 11,000+ financial instruments and boasts award-winning services.
The brokerage supports mobile and desktop trading through its proprietary app, available on iOS and Android, featuring live trade alerts, position
management, and market research tools. The platform integrates with multiple market makers and offers trading in CFDs, shares, and spread bets.
The platform features:
Live trade alerts.
Position management tools.
Comprehensive research insights.
The company is FCA-authorized and works with leading market makers to ensure competitive pricing and liquidity.
Key Features
Mobile Apps: Proprietary apps for iPhone and Android.
Client Focus: Retail and professional investors.
Technology: Proprietary software and robust trading infrastructure.
Service Offering:
Advisory Stockbroking.
Execution-Only CFD Trading Accounts.
Advisory CFD Trading.
Partnerships: Integrated with major market makers for competitive trading conditions.
Licensed Scope of Activities
The brokerage is authorized for:
Advising on Investments (Excluding pension transfers and pension opt-outs).
Arranging Deals in Investments.
Dealing in Investments as Agent.
Making Arrangements for Investment Transactions.
Investment Types:
Contracts for Differences (CFDs).
Options (excluding commodities and futures).
Shares.
Spread Bets.
Rights or interests in investments.
Type of clients: Retails and Professionals.
Awards and Recognition
The brokerage has won several awards for its excellence in advisory services, including:
Best Advisory Service, 2024 UK Investor Awards.
Best Advisory Service ADVFN 7 consecutive years.
Multiple accolades for research and trading tools since 2021.
Competitive Edge
Dedicated Relationship Managers for personalized advice.
Market-Leading Research: Guidance for both short-term and long-term strategies.
Award-Winning Service: Proven track record of client satisfaction.
A database of UK investors of 73088 obtained through the UK best financial publications.
Growth Opportunities
Expansion of client base through innovative app features.
Potential for additional revenue via proprietary product offerings.
Strengthened partnerships with market makers for superior trading conditions.
Transaction Type:
This opportunity involves the sale of 100% of the company’s shares, offering a complete acquisition of the business. The transaction provides potential
buyers with full ownership of the company, including its proprietary software, operational infrastructure, FCA-regulated license, established client base,
and award-winning advisory services.
The sale allows the acquirer to capitalize on the firm’s established position in the UK market, its scalable business model, and potential for further growth
through its technology-driven platform and personalized services.
Financials (USD)
Asking Price $1,747,694
Converted From GBP
Exchange Rate $1.34
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