Financial Advisory / Wealth succession in Scotland

501 of 1,206 financial advisory / wealth companies in Scotland (41.5%) have a director aged 60 or over.

Companies measured1,206
Director aged 60+501
Exposure rate41.5%
Companies House register·Measured base 3,631,842·Data as at 11 October 2026·Full methodology
1,206
Companies measured
501
Director 60+
122
Director 70+
41.5%
Exposure rate

The UK average across all trades is 32.4%; financial advisory / wealth nationally runs at 38.5%.

MeasureCompanies
Financial Advisory / Wealth companies in Scotland measured1,206
Oldest director aged 60 or over501
Oldest director aged 70 or over122

Of the 501 with a director over 60, 31 score 50 or higher on business quality. That figure is an output of our own scoring model, not a Companies House figure. How we score it.

Financial Advisory / Wealth in other regions

Region60+Rate
South East1,47742.6%
West Midlands70841.4%
East of England99839.6%
North East21439%
South West76838.9%
London2,53037.6%
Northern Ireland14037.2%
East Midlands52136%

Other trades in Scotland

Trade60+Rate
Lettings4,02837%
Consultancy Services3,97940.5%
Retail2,69725.3%
Agriculture2,26850.9%
Other Leisure2,23532.6%
Engineering Services2,11933.4%
Investment2,11533.3%
Investment / Fund Management1,63440.5%

Combinations with fewer than 250 measured companies are not listed separately. They are still counted in every total on this page.

Next step

This page counts director ages across the whole register. If you are looking to buy rather than to research, our Financial Services pages go further: we score each company on business quality and exit timing, and shortlist the ones worth approaching.

See UK Financial Services →

See all Financial Advisory / Wealth succession data or everything in Scotland.

Cite this page

These figures are free to quote and reproduce, including in commercial work, with attribution to ExitRadar and a link to this page.

ExitRadar, "Financial Advisory / Wealth succession in Scotland", UK Business Succession Index, 11 October 2026. https://www.exitradar.co.uk/succession/fin-advisory/scotland/

Need a cut that is not published here, such as a different trade grouping, a finer geography or the underlying distribution? Get in touch and we will usually provide it. Methodology.

Method. Figures cover the 3,631,842 active UK companies where Companies House records an age bracket for at least one serving director (94.0% of the 3,863,328 companies on the active register). A company counts as succession-exposed when its oldest serving director is 60 or over. We do not use the board average, which would hide a 70-year-old founder sitting alongside younger co-directors. The business-quality figure covers only the subset our model assesses; see the methodology for why that is far smaller than the number with filed accounts. Data as at 11 October 2026; updated quarterly, next update January 2027. Full methodology.