Glasgow Retiring IFA Generating c £300,000 from 100 Households

Current turn over circa: £320,000

Offers over: £1,200,000

Established: 10 to 15 years

Gross Recurring Revenue: 200-300k

Number of staff: 1 to 3

Locations: Lanarkshire

Locations: Glasgow

Additional Notes: Retiring IFA Managing c.£55m FUM
- The principal is happy to engage in a 12-24 month handover to ensure all clients are novated and given a warm introduction to the new firm.
- The average investment per household is over £550,000
- The principal 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 30843

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