Gilson Gray Financial Management Acquires SJP Partner Firm

Financial Planners

Gilson Gray Financial Management, the financial services arm of full-service law firm Gilson Gray, has acquired Fife-based RS Robertson Financial Planning.

Founded in the 1970s and taken over by Managing Director Gordon Raine in 2013, the company is one of the St. James’ Place Partner Practices in Scotland.

As part of the transaction, Laing and a team of 12 financial planning and client relationship professionals will join Gilson Gray’s Dundee office.

Mr Laing said:

“By joining GGFM and being supported by the company, I have been able to spend more time on one of my greatest passions, helping the next generation of financial planners with training and development. I will be able to spend it.”

The move will give RS Robertson Financial Planning clients on the East Coast and Central Belt of Scotland access to Gilson Grey’s broader legal and property offerings.

The latest acquisition brings GGFM’s total assets under management to over £650m and is part of a continuing expansion programme, including the recent addition of Edinburgh-based Sarah Hughes Wealth Management.

GGFM Managing Director Steve Harkes said:

“This acquisition represents an opportunity for GGFM to expand and grow its presence in Fife, Dundee and Angus, as well as Gordon joining to help further develop the business.”

Herkes adds:

“This is an exciting time for both businesses as our two growth companies join forces to enhance our integrated offerings to our clients. Just two years after Gilson Gray first arrived in Dundee. The company has gone from strength to strength, and this acquisition has further expanded the range of financial, real estate and legal services we offer in the local market.”

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