£175,000
Northern Scottish IFA with 27m AUM
Ref: 31851
Current Turnover
£175,000
Offers Over
£500,000
Established
15 to 20 years
Gross Recurring Revenue
100-150k
Number of Staff
1 to 3
Location
Scotland and Northern Ireland
Current turn over circa: £175,000
Offers over: £500,000
Established: 15 to 20 years
Gross Recurring Revenue: 100-150k
Number of staff: 1 to 3
Locations: Aberdeenshire
Additional Notes:
Clients hold average portfolio sizes of £360,000, offering clear, demonstrable profit from servicing.
The firm is being sold as an asset purchase, so there would be no liabilities passed on.
Average ongoing fees are 0.5%, providing scope for uplift, giving an acquirer the opportunity to raise revenue significantly.
For more information please call 01765 698 699 and quote the reference number 31851 ask for Toby Holbrey
