Valuation benchmarking for financial advice and wealth management, insurance brokers and MGAs, mortgage and protection brokers, specialist lending and debt collection, and asset managers.

What's inside

  • The valuation range now and what changed this quarter
  • EV/EBITDA multiples by size band, from under £1m to over £10m EBITDA
  • Disclosed UK deals this quarter, with price and multiple where known
  • Who is buying: trade buyers, private equity platforms and overseas acquirers
  • Value drivers: what adds or removes turns of EBITDA
  • Outlook, including the Budget of 28 October 2026
  • Two worked valuations, from earnings to what the owner receives

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