Clifton Wealth Partnership acquires two Scottish financial planning firms

Businesses of retiring advisers Cairn Independent and JRW join

Isabel Baxter
clock • 4 min read

Two financial planning firms based in Scotland have joined the Clifton Wealth Partnership (CWP) as it looks to boost its presence in the area.

Fife-based Cairn Independent and Glasgow-based JRW have both joined the firm. In addition to the two businesses joining CWP, Cairn operations director Laura Young will become regional financial planning support manager for Clifton. CWP set out that Both Cairn and JRW will work closely together going forward to maintain and grow the CWP client base across Scotland. Both businesses together add around £150m assets under management (AUM) to CWP, increasing Clifton Group's total AUM to more than £3.5bn. Cairn's founder Robert Young has a career spanning 40 years, when he first set u...

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 Companies

TPO receives approval for Goldman Sachs Alternatives investment

TPO receives approval for Goldman Sachs Alternatives investment

Minority investment was announced in January

Sophia Panayi
clock 01 May 2026 • 1 min read
L&G to offer targeted support nudging pension savers away from cash

L&G to offer targeted support nudging pension savers away from cash

Will also be integrated into its guided income solution

Isabel Baxter
clock 01 May 2026 • 2 min read
Barclays launches planning and advice service

Barclays launches planning and advice service

Service launched for customers with minimum £150,000 to invest

Sophia Panayi
clock 30 April 2026 • 2 min read