Financial Advisory 2.0

Our Guru turned a new business into one of the top 50 Independent Financial Advisor firms.

Our Guru was persuaded to build a new national Independent Financial Advisor network. He raised some £850k to fund the new business of which he became the CEO. He exited what was by then one of the UK’s top 50 national Independent Financial Advisor firms with an annual turnover in excess £15m via a share sale. In that year the Network was managing £1.8bn of client investments of which some £450m had been introduced in the previous 12 months.

Project Results

£850K

Raised.

£15M

Annual turnover.

£1.8B

Of client investments managed.