£65m FUM IFA in Edinburgh

Current turn over circa: £700,000

Offers over: £1,900,000

Established: 25 to 30 years

Gross Recurring Revenue: 300-500k

Number of staff: 3 to 5

Additional Notes: This business has over 95% of their assets with one major provider, which will make the transition of client assets much smoother.

There is no liability from DB transfers to be taken on, reducing the risk of purchasing this firm.

Having been around for over 25 years, this is a loyal client base and established business which shoudl help with client retention.

For more information please call 01765 698 699 and quote the reference number 16880 ask for Byron Snaith

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