Brewin Dolphin completes part acquisition of Dundee-based IFA

Deal for financial planning and investment assets

Victoria McKeever
clock • 2 min read

Brewin Dolphin has purchased the financial planning and investment assets of Dundee-based IFA Clark Thomson MortgageFinders, adding 150 clients to the wealth manager's local office.

The acquisition - the purchase price of which is not being disclosed - resulted from the longstanding professional relationship between Clark Thomson MortgageFinders director and owner David Hogg and Brewin Dolphin's Dundee office head Ian MacDonald. Hogg is set to retire after 35 years in the industry. Brewin Dolphin's Dundee office was established in 1998 and currently has a team of 13. This encompasses three financial planners, including the newly appointed Blair Moffat, and three investment managers. The company also recently hired paraplanner Atif Khalid. "I was very keen to m...

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 Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

Kathleen Gallagher
clock 27 February 2023 • 2 min read
Partner Content: How streamlining administration could enable adviser growth

Partner Content: How streamlining administration could enable adviser growth

A recent Quilter Financial Planning survey shows that advice businesses could grow faster if administrative tasks could be reduced

Quilter Financial Planning
clock 18 July 2022 • 4 min read
Partner Content: Where does independence matter most?

Partner Content: Where does independence matter most?

Advisers value their independence, but is there a balance to be found in working for larger a provider?

Quilter Financial Planning
clock 08 July 2022 • 4 min read