Floreat is an independent financial services group that specializes in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide.

Floreat

Hargreaves Lansdown plc provides investment services for individuals and corporates in the United Kingdom and Poland. It primarily operates Vantage, a direct-to-investor platform. The company offers stocks and shares individual savings accounts (ISAs), fund and share accounts, and junior and lifetime ISAs. It also provides pension services, including self-invested personal pensions (SIPP), junior SIPPs, annuities, and drawdown; share dealing services; and fund dealing services. In addition, the company offers investment accounts; cash savings; foreign currency exchange services; and financial advisory services. Hargreaves Lansdown plc was founded in 1981 and is headquartered in Bristol, the United Kingdom.

Peter Hargreaves

Stephen Lansdown

Hargreaves Lansdown plc

Investment Sense provides independent financial advice and information to individuals planning for retirement, at retirement, or seeking guidance with their pensions.

Investment Sense

M&G is a leading international asset manager with a long-term, active approach to investing. The firm offers a wide range of investment solutions to clients across the globe, including individuals, financial advisers, and institutional investors. M&G manages investments across equities, fixed income, real estate, and multi-asset strategies.

James Hilton

Floreat Group | 1,610 followers on LinkedIn. Independent and privately held financial services group, serving ultra-high net worth and professional private clients | Floreat is an independent and privately-held financial services group headquartered in London.

We specialise in providing tailored solutions to professional private clients and ultra-high net worth individuals and their families worldwide. 

Having served some of the world’s wealthiest individuals with complex family structures and privately owned conglomerates, our approach is uniquely customised to meet clients’ individual needs.

Jeff Sinclair

Experienced standalone HR Manager in Financial Services. Chartered Member CIPD

Anne Fox

Assistant Accountant at Floreat Group

Alex Griffin

Private Clients Relationship Manager at Floreat Group

Gelyana Garyaeva

Floreat Group

We are pleased to update that James Wilcox , our Head of Private Offices is a member of the Advisory Board at this year's European Multi-Family Office Symposium which will take place on 7th May 2025 at The Landmark, London.

Head of Private Offices, James Wilcox , is highly involved in #Philanthropy . Both in terms of our clients' philanthropic endeavours and serves on the boards of a number of charities, he is also actively involved with his local church. In a recent interview with PKF, James shared his thoughts on this specialised area. Read more: https://lnkd.in/gybvWAet #FamilyOffices #Investing #WealthManager #GivingBack #UHNW #HNW #ProfessionalInvestor #legacy #investment

Our Head of Merchant Banking and Private Clients, Hussam Otaibi, has a unique vantage point on the world of #art #investment . Alongside his financial expertise, Hussam is both an avid art enthusiast and the founder of Modern Forms, an elite art platform. His extensive collection and professional insights provide a valuable perspective for #professionalinvestors and ultra-high-net-worth individuals. We caught up with him to explore his thoughts on the evolving opportunities in this dynamic space. #uhnw #hnw #art #investing #wealthmanagement #wealthmanager #familyoffice #familyoffices #investments #artinvestor #artcollector

Recognising the importance of furthering our planet's preservation mission. Discover how the team at Instituto AmazoniAlerta, works with traditional communities in Brazil and champions legal defence of their lands, rights and fights against Amazon deforestation. #NGO #Charity #AmazonRainforest #Deforestation #Probono #Fundraising #Philanthropy

Our head of private offices, James Wilcox , has once again been recognised among the top experts in ultra-high net worth #wealthmanagement in the Spear's Wealth Management Index 2024 - a Spear's Magazine annual listing of the very top of the wealth management industry. Cited as a top recommended #UHNW wealth manager; he is also featured in the Spear's 500 directory of top private client #advisers . #wealth #wealthmanager #Familyoffice #investments #HNW #governance #successionplanning #estateplanning #SpearsIndex #familyoffices

Season’s greetings from all of us at Floreat. Wishing you joy, warmth and well-being this festive season extending into a prosperous New Year. #seasonsgreetings #happyholidays

Metric
Company Name	Floreat	Hargreaves Lansdown plc	Investment Sense	M&G
Symbol		HL
MSH ID	COM:FLOREAT	UK:CO:HL	UK:CO:INVESTMENTSENSE	COM:MANDG
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services	Financial Services & Finance	Financial Services & Finance
Industry	Investment Management	Asset Management	Financial Advisory	Financial Services
Country	GB	GB	GB	ES
Stage
Employee Count		2.28K		2.05K
Website	floreat.com	hl.co.uk	investmentsense.co.uk	mandg.com
LinkedIn	floreat-group	hargreaves-lansdown		m&g
Founders

Metric
Market Cap		65.73M
Enterprise Value
Monthly Web Traffic	182
Web Traffic Growth	-0.91
Valuation
Raised Capital

Metric
Revenue		974.65M
Revenue (LTM)
Revenue (NTM)
Gross Profit		974.65M
EBITDA		504.21M
Operating Income		485.61M
Net Income		373.60M
EPS		0.79
Diluted EPS		0.79
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin		0.83
Operating Profit Margin		0.52
EBITDA Margin		0.52
Net Profit Margin		0.76
Return on Equity		1.38
Return on Assets		0.68
Return on Capital Employed		0.78

FLOR

COM:FLOREAT

Floreat

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio		13.43
P/B Ratio		5.19
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio		7.17
EV Multiple		24.83

Metric
Days Sales Outstanding
Days Payables Outstanding		1.03K
Days Inventory Outstanding
Operating Cycle		293.60
Cash Conversion Cycle		172.58
Asset Turnover		0.90

Metric
Operating Cash Flow		440.24M
Free Cash Flow		423.68M
Cash Flow to Debt		129.92
Operating Cash Flow/Sales		0.46
Free Cash Flow Yield		0.07

Metric
Cash & Equivalents		785.68M
Accounts Receivable		-124.36M
Inventory
Goodwill
Debt to Capitalization		0.01
Debt to Assets		0.01
Current Ratio		2.15
Quick Ratio		2.28

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue		0.01
R&D to Revenue
SG&A to Revenue		0.15