Northern Scottish IFA with 27m AUM

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 Byron Snaith

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