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

Current turn over circa: £160,000

Offers over: £320,000

Established: 10 to 15 years

Gross Recurring Revenue: 70-100k

Number of staff: 1

Locations: Lanarkshire

Additional Notes: Located in Glasgow, this reputable financial advisory firm oversees £15 million in funds under advice, delivering approximately £80,000 in recurring annual revenue.

With an average ongoing adviser fee of 0.5%, there is a clear opportunity for an acquiring business to optimise revenue by adjusting client charges to reflect industry-standard levels.

The client base stands out for its younger-than-average profile, with an average age of 60, providing a long-term horizon for ongoing service.

For more information please call 01765 698 699 and quote the reference number 31817 ask for Byron Snaith

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