Glasgow Retiring IFA Generating c £220,000 from 36 Households

Current turn over circa: £220,000

Offers over: £880,000

Established: 5 to 10 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Lanarkshire

Locations: Glasgow

Additional Notes: Retiring IFA Managing c.£20m FUM Which Generates £220,000 from 36 Households
- The principal is happy to engage in a 24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £560,000 and thus the vast majority of clients are profitable to service.
- Vendor is ideally looking for a buyer that would retain team members to ensure minimal disruption between the current advisor relationships.

For more information please call 01765 698 699 and quote the reference number 16085 ask for Byron Snaith