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

FSCS updates claims position for two pension firms

FSCS updates claims position for two pension firms

Puts some Forthplus claims on hold

Sophia Panayi
clock 30 October 2026 • 2 min read
SJP hits record £242.4bn FUM but Q3 flows drop by 67%

SJP hits record £242.4bn FUM but Q3 flows drop by 67%

£570m net flows in the quarter

Cristian Angeloni
clock 29 October 2026 • 1 min read
Proposed group action against SJP secures funding

Proposed group action against SJP secures funding

Claim is open to former appointed representatives

Sophia Panayi
clock 27 October 2026 • 2 min read