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 ask for Byron Snaith