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

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