Edinburgh Partnership £42m AUM >£550k Households

Current turn over circa: £350,000

Offers over: £1,450,000

Established: 20 to 25 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Edinburgh

Additional Notes: Retiring IFA Partnership with profitable HNW clients

- Warm handover 12/24 months
- No DB transfers
- Asset Sale minimum of 60% deposit 60/20/20

For more information please call 01765 698 699 and quote the reference number 31156

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