Gilmour Hamilton worked with Gunner & Co. to identify a business buyer, and will join IWP’s regional hub AGL Wealth Management, Headquartered in Glasgow
Independent Wealth Planners UK (IWP UK) today announces the acquisition of financial planning firm Gilmour Hamilton Wealth Management (GHWM), boosting the company’s existing presence Scotland.
Gilmour Hamilton Wealth Management is based in Kilmarnock and has been serving clients for over 30 years. The business will join IWP’s regional hub, AGL Wealth Management. John Roberts, partner at GHWM, will continue to head-up the Kilmarnock office and will lead the team of experienced and qualified Independent Financial Advisers and support staff.
John Roberts says “Gilmour Hamilton Wealth Management has always put our clients first and enjoys an enviable reputation for first class service in the local community. Our new partners at AGL Wealth Management share the same core values and philosophy, allowing us to continue to develop and expand our proposition with a focus on the delivery of first-class client outcomes, this has and always will be our priority. Joining the wider group of IWP firms is exciting as well, and we look forward to sharing ideas and to our clients benefitting from IWP’s central support services and resources.”
Commenting on working with Gunner & Co., John says “I was extremely impressed with the service provided by Gunner & Co. The team were very attentive, responded to questions quickly and dealt with any potential problems with great care.”
Craig Gibson, CEO of AGL Wealth Management, commented “I am delighted to announce the merger with Gilmour Hamilton, and welcome John and the team to the wider IWP group. With our combined strength we will continue to provide a first-class client experience which gives us the foundation to grow our business and build IWP’s presence in Scotland. John brings with him a hugely talented and highly experienced team and I look forward to working with them at AGL.”
David Inglesfield, CEO of IWP, says “Gilmour Hamilton Wealth Management represents a great boost for our Hub in south west and central Scotland. I am thrilled to welcome John and the team to IWP, and I look forward to working with them as we continue to grow in the region.”
IWP was created to grow, support, and promote the UK’s brilliant local independent financial advisory (IFA) firms and build the UK’s best financial advice service. IWP provides market-leading operational and support services, including compliance, IT, investment research, marketing, recruitment, and training, allowing IFAs to spend more time with their clients. IWP acquires local firms but leaves the day to day management in the hands of local teams, who may also retain a participation in the ownership of the business.
If you would like to understand more about IWP’s acquisition approach contact Gwill Evans on firstname.lastname@example.org