Gilson Gray Financial Management Acquires Cuper

Financial Planners

Gilson Gray Financial Management (GGFM), Gilson Gray’s financial services subsidiary, has acquired RS Robertson Financial Planning, one of Fife’s leading financial advice firms.

RS Robertson Financial Planning was founded in the 1970s and was appointed Managing Director Gordon Raine in 2013.

In recent years, the company has grown to become one of Scotland’s most successful St James’s Place Partner Practices, providing private clients and small businesses with comprehensive bespoke financial services and expert pension advice.

Laing and a team of 12 financial planning and customer relationship professionals join Gilson Gray’s recently relocated Dundee office at 2 West Marketgait in the city centre.

RS Robertson Financial Planning clients across the East Coast and Central Region of Scotland will now have access to Gilson Gray’s broader regulatory and wealth capabilities.

GGFM Managing Director Steve Harkes said: The acquisition not only represents an opportunity for GGFM to expand and grow its presence in Fife, Dundee and Angus, but it also helps Gordon join and further develop the business.

“Gordon and I have known each other for about 10 years and have already worked together on several projects. Just two years after Gilson Gray first arrived in Dundee, the company has gone from strength to strength and this acquisition will strengthen its financial and real estate offerings in the local market. , the range of legal services has expanded further.

Gordon Laing adds: Joining GGFM and being backed by the company will allow me to spend more time on one of my greatest passions: helping the next generation of financial planners in training and development. It means that you can ”

GGFM’s latest acquisition brings total assets under management to over £650m and is part of a continued development strategy including the recent acquisition of Edinburgh-based Sarah Hughes Wealth Management.

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