View more on these topics

Brewin Dolphin swoops for clients of Dundee adviser

Scotland-Flag-700x450.jpgWealth manager Brewin Dolphin has acquired the financial planning and investment assets of Dundee firm Clark Thomson Mortgage Finders.

Brewin Dolphin gets 150 clients through the deal.

David Hogg, one of the directors of Clark Thomson is set to retire after 35 years in the industry. No staff will move to Brewin Dolphin as part of the deal.

Hogg says: “Being the only investment adviser at Clark Thomson meant there were limited options for us, and so with three experienced financial planners in the Brewin Dolphin Dundee team, this means they can offer professional advice and a wider range of services.”

Brewin Dolphin Dundee office head Ian MacDonald says: “We are keen to continue serving the financial needs of our local clients, with the strength and influence of the Brewin Dolphin name behind us.”

Consolidator AFH also announced another acquisition today, buying the assets of Meritor, the financial advisory business of law firm Freeths.



7IM to buy Edinburgh-based asset manager

Seven Investment Management is to acquire Edinburgh-based discretionary asset manager Tcam Asset Management for an undisclosed sum. The merged firm will have £13.6bn of assets under management and will have offices in London, Edinburgh and Jersey. Tcam co-chief executives Alex Montgomery and Haig Bathgate will become partners and investors in 7IM and will join its […]


How much are advisers charging for pension transfers?

Defined benefit pension transfer charges are being put under the microscope again as the regulator turns over more potential conflicts of interest. With the British Steel Pension Scheme the latest to dominate headlines and the FCA ready to interrogate further as it extends its review to include all firms authorised to give pension transfer advice, […]


Auto-enrolment arrives but is it a done deal for small firms?

When business secretary Vince Cable told the Liberal Democrat party conference he had defeated the Tory “headbangers” who “find sacking people an aphrodisiac”, there was little doubt who he was thinking of – Adrian Beecroft. The Beecroft report, which was commissioned by the Government and published in October last year, contains a series of radical […]

Auto-enrolment: tips for employers

The Pensions Regulator (TPR) has released advice on communications for employers, including three tips to help you with your auto-enrolment duties. 1. Allow enough time to select your pension schemeIt’s recommended that you start to prepare for auto-enrolment at least 12 months in advance of your staging date; additionally, give yourself time to choose the […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment