Current turn over circa: £200,000

Offers over: £570,000

Established: 15 to 20 years

Gross Recurring Revenue: 150-200k

Number of staff: 1

Locations: Lanarkshire

Locations: Glasgow

Additional Notes: Retiring IFA Managing c £25m FUM Which Generates c £200,000 from 110 Households

Very clean DA business as no high risk products have been advised to client within the business.

Portable practice without staff or offices would stay with the business; no cost would be taken on by the buyer leading to very high post acquisition operating margin.

Average portfolios between £150k and £200k ongoing fees of 0.6% typically. Healthy Mortgage and Protection pipeline.

For more information please call 01765 698 699 and quote the reference number 30162

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