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Our new infographic covers our performance over the last 12 months at a glance.

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Financials

Recent performance

  FY18 FY19 FY20 FY21 (exp)
Turnover £57.7m £63.7m £69.7m £81m
Gross Margin £14.8m £18.2m £22.0m £31.4m
Opex £12.3m £11.9m £16.6m £20.0m
EBITDA £2.5m £6.3m £5.4m £11.4m
Addn. Secured EBITDA £9.0m £10.6m £13.5m £17.5m
Net assets £26.4m £30.8m £20.9m £31.1m

 

Key Figures

295
Highly qualified staff

380
Regulated advisers

40,000
Wealth clients nationwide

£11Bn
Funds under management

76%
Recurring revenue

c.92%
Repeating revenue