Home / IFA Firms For Sale / Scotland and Northern Ireland / £150m FUM Retiring-IFA with in-built Succession
On Hold
£1,000,000

£150m FUM Retiring-IFA with in-built Succession

Ref: 31163
Current Turnover
£1,000,000
Offers Over
£3,000,000
Established
3 to 5 years
Gross Recurring Revenue
0.5-1m
Number of Staff
10 to 20
Location
Scotland and Northern Ireland

Current turn over circa: £1,000,000

Offers over: £3,000,000

Established: 3 to 5 years

Gross Recurring Revenue: 0.5-1m

Number of staff: 10 to 20

Locations: West Lothian

Locations: Edinburgh

Additional Notes: Average portfolio values per-household of near £300,000 means time won't be wasted with low value clients.

For more information please call 01765 698 699 and quote the reference number 31163 ask for Byron Snaith

Contact Us

BS
Byron Snaith
Quote reference: Show me more sellers like this Ref: 31163
Scotland and Northern Ireland

IFA similar to this

Belfast IFA Generating c.£46m FUM Across Just 90 Households

  • Turnover: £300,000
  • Offers Over: £1,000,000
  • Location: Scotland and Northern Ireland
View Details →

Belfast IFA Generating c£40m FUM Across Just 100 Households

  • Turnover: £320,000
  • Offers Over: £1,000,000
  • Location: Scotland and Northern Ireland
View Details →

£65m FUM IFA in Edinburgh

  • Turnover: £700,000
  • Offers Over: £1,900,000
  • Location: Scotland and Northern Ireland
View Details →

Northern Scottish IFA with 27m AUM

  • Turnover: £175,000
  • Offers Over: £500,000
  • Location: Scotland and Northern Ireland
View Details →

Established Glasgow Based Firm | c.£160k Turnover | Young Client Base (Avg. Age: 60)

  • Turnover: £160,000
  • Offers Over: £320,000
  • Location: Scotland and Northern Ireland
View Details →

Established Motherwell-Based Firm | c.£110k Turnover | Young Client Base (Avg. Age: 53)

  • Turnover: £140,000
  • Offers Over: £350,000
  • Location: Scotland and Northern Ireland
View Details →