Wednesday, May 10, 2023
HomeFinancial PlanningGilson Grey acquires fellow SJP agency

Gilson Grey acquires fellow SJP agency

The monetary administration arm of Scottish legislation agency Gilson Grey has acquired boutique wealth supervisor and fellow St James’s Place community agency Wilson Monetary.

The deal expands Gilson Grey’s workforce in Dundee, following its current acquisition of RS Robertson.

Wilson Monetary was based in 2018 as a part of the SJP accomplice community.

Wilson Monetary founder Gavin Wilson will be a part of Gilson Grey’s workforce of over a dozen Monetary Planners within the agency’s new Dundee city-centre places of work.

Mr Wilson stated becoming a member of Gilson Grey will give his shoppers entry to a wider workforce and broader vary of companies.

Gilson Grey expects to make additional Scottish acquisitions this 12 months.

Steve Herkes, managing director of GGFM, stated: “Gavin is a good addition to GGFM and his expertise and experience will probably be invaluable in serving to us to proceed to offer the very best high quality of service to our shoppers from our rising Dundee workplace. He’ll complement our present workforce and play a central position in serving to to develop our presence within the wider area, significantly Fife and Stirling.

“Gilson Grey arrived in Dundee simply two years in the past and has grown considerably – our acquisition of RS Robertson has added a powerful GGFM presence to our authorized experience within the metropolis. Including Wilson Monetary to our enterprise is the most recent deal in a collection of strategic acquisitions and we hope to conclude extra throughout Scotland as we transfer additional into 2023.”

The deal is the third for Gilson Grey up to now this 12 months, with Edinburgh-based Chartered Monetary Planner Sarah Hughes Wealth Administration acquired in March. 

Sarah Hughes Wealth Administration has been a senior accomplice follow of the St James’s Place community since 1997, specialising in offering recommendation to high-net-worth people with complicated monetary wants throughout the UK.

The agency additionally acquired North Berwick-based Wallace Monetary Planning in a seven-figure deal in September 2022.  

To this point the acquisitions have taken Gilson Grey’s property underneath administration to over £650m with greater than 30 monetary advisers serving shoppers throughout the UK.

Gilson Grey Monetary Administration presents specialist monetary recommendation to personal and company shoppers across the UK. It’s a senior accomplice follow of wealth supervisor St James’s Place Wealth Administration.

Gilson Grey was established in 2014 and supplies recommendation on legislation, property and finance. The agency has greater than 160 employees in 4 places of work in North Berwick, Edinburgh, Dundee and Glasgow.




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