Operating as a Registered Individual in Scotland, this professional manages approximately 25 households with around £10 million Funds under Management generating over £60,000 recurring income.
The portfolio features strong average holdings per household of over £350,000, diversified across major platforms. Ongoing charges range from 0.5% to 0.75% depending on service level. Strong referral relationships consistently generate £30,000 to £40,000 in new business income annually.
Clients are concentrated in Glasgow and the Central Belt of Scotland, all receiving face-to-face service either in the office or through home visits. The ideal acquirer will have a local Glasgow presence to ensure service continuity and minimal platform disruption.