Tilney Smith & Williamson makes double adviser acquisition in Scotland

Edinburgh-based businesses

Jenna Brown
clock • 2 min read

Tilney Smith & Williamson has expanded its footprint in Scotland with the purchase of an Edinburgh-based advice firm and its appointed representative.

It said Capital Risk Management's 10-strong team - including directors Grant Walker and Willie Crockett - would join its Edinburgh office as well as the owner of Capital Risk Management's appointed representative firm, MP2 Financial. It has bought both firms. MP2's director John Mortimer will also join the wealth management business under the terms of the deal completed through the wealth manager's succession programme for advisers approaching retirement. Both acquired practices provide financial planning, retirement and investment planning services to individuals, families, businesse...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Three advisory firms join Quilter's advice network

Three advisory firms join Quilter's advice network

Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning

Sahar Nazir
clock 18 December 2024 • 1 min read
Advisers struggle to identify ESG-aligned options for clients amid rising demand

Advisers struggle to identify ESG-aligned options for clients amid rising demand

More than two-fifths plan to offer ESG analysis services to all clients in future

Sahar Nazir
clock 17 December 2024 • 2 min read
SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

SJP at a crossroads: Can CEO FitzPatrick reinvent the wealth giant for a new era?

First year marked by challenges and change

Sahar Nazir
clock 17 December 2024 • 11 min read