£250,000
£33m FUM Edinburgh Sole Trader – High-Value Client Bank with Clean Asset Sale
Ref: 31156
Current Turnover
£250,000
Offers Over
£1,000,000
Established
20 to 25 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
Scotland and Northern Ireland
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 ask for Toby Holbrey
