Home / IFA Firms For Sale / Scotland and Northern Ireland / Belfast Retiring IFA Managing 15m AUA
£170,000

Belfast Retiring IFA Managing 15m AUA

Ref: 31335
Current Turnover
£170,000
Offers Over
£320,000
Established
10 to 15 years
Gross Recurring Revenue
100-150k
Location
Scotland and Northern Ireland

Current turn over circa: £170,000

Offers over: £320,000

Established: 10 to 15 years

Gross Recurring Revenue: 100-150k

Number of staff: 0

Locations: Anterim

Locations: Belfast

Additional Notes: - The average investment per household is over £180,000 and thus the vast majority of clients are profitable to service.

- The average client age is 60, providing longevity within the client book to ensue a high return on investment.

- No high-risk products have been advised in the business, reducing the liability of a potential purchase.

For more information please call 01765 698 699 and quote the reference number 31335 ask for Byron Snaith

Contact Us

BS
Byron Snaith
Quote reference: Seller Ref: 31335
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 →