£320,000
Glasgow Retiring IFA Generating c £300,000 from 100 Households
Ref: 30843
Current Turnover
£320,000
Offers Over
£1,200,000
Established
10 to 15 years
Gross Recurring Revenue
200-300k
Number of Staff
1 to 3
Location
Scotland and Northern Ireland
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 ask for Byron Snaith
