Financials

Recent performance

  FY17 FY18 FY19 FY20 (exp)
Turnover £47.8m £57.7m £63.7m £71.3m
Gross Margin £11.5m £14.8m £18.2m £21.7m
Opex £9.3m £12.3m £11.9m £14.3m
EBITDA £2.2m £2.5m £6.3m £7.4m
Addn. Secured EBITDA £7.2m £9.0m £10.6m £11.1m
Net assets £27.2m £26.4m £30.8m £31.4m

 

Key Figures

265
Highly qualified staff

345
Regulated advisers

65,000
Clients nationwide

£8.1bn
Funds under management

£10.8bn
Funds under advice

68%
Recurring revenue

c.88%
Repeating revenue