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SJP partner firm completes third acquisition of 2023

By Robbie Lawther, 10 May 23

It hopes to finalise more deals this year

Hand showing three finger or triple fingers

The advice arm of Scottish law firm Gilson Gray has bought Dundee-based Wilson Financial for an undisclosed sum.

This follows the recent acquisitions of Fife-based RS Robertson Financial Planning and Edinburgh-based Sarah Hughes Wealth Management.

Overall, the deals have taken Gilson Gray Financial Management’s (GGFM) total assets under management to more than £650m ($810m, €734m).

Wilson Financial was founded by Gavin Wilson in 2018 as part of the St James Place (SJP) partner network and expands GGFM’s offering in Dundee.

Steve Herkes, managing director of SJP partner firm GGFM, said: “Gavin is a great addition to GGFM and his experience and expertise will be invaluable in helping us to continue to provide the highest quality of service to our clients from our growing Dundee office. He will complement our existing team and play a central role in helping to develop our presence in the wider region, particularly Fife and Stirling.

“Gilson Gray arrived in Dundee just two years ago and has grown significantly – our acquisition of RS Robertson has added a strong GGFM presence to our legal expertise in the city. Adding Wilson Financial to our business is the latest deal in a series of strategic acquisitions and we hope to conclude more across Scotland as we move further into 2023.”

Tags: SJP

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.