A SCOTS monetary service has expanded “throughout the water” in its acquisition of a Fife wealth administration agency.
Gilson Grey Monetary Administration (GGFM), Dundee, has newly-acquired Wilson Monetary in its fourth deal of the final 12 months.
The boutique wealth administration agency is situated in St Andrews, Fife, and was based by Gavin Wilson in 2018 as a part of the St James Place associate community.
Gavin joins a staff of greater than a dozen monetary planning and shopper relationship specialists in Gilson Grey’s new metropolis centre premises.
The strategic growth programme has taken GGFM’s belongings beneath administration to over £650 million and greater than 20 monetary advisers, supporting shoppers throughout the UK.
Steve Herkes, managing director of GGFM, mentioned: “Gavin is a good addition to GGFM and his expertise and experience will probably be invaluable in serving to us to proceed to supply the best high quality of service to our shoppers from our rising Dundee workplace.
“He’ll complement our present staff and play a central position in serving to to develop our presence within the wider area, notably 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 robust GGFM presence to our authorized experience within the metropolis.
“Including Wilson Monetary to our enterprise is the most recent deal in a sequence of strategic acquisitions and we hope to conclude extra throughout Scotland as we transfer additional into 2023.
“Constructing a enterprise has been an awesome expertise over the past six or so years, however when the chance to grow to be a part of GGFM got here up it felt like the proper time to convey that chapter of my profession to an finish.
“Becoming a member of GGFM is a good alternative and the proper match for my shoppers throughout the UK – it’s going to give them entry to a wider staff that share the identical values, a broader vary of skilled companies, and a larger depth of expertise.”
