TILNEY ACQUIRES EDINBURGH-BASED FINANCIAL PLANNING FIRM
Capital and Trust - May 11, 2022 - 0 minute read
Tilney Smith & Williamson, one of the UK’s largest integrated wealth management and professional services groups has purchased Capital Risk Management as well as the owner of Capital Risk Management’s appointed representative firm, MP2 Financial.
Both businesses, who are currently based in Coates Crescent in Edinburgh, provide financial planning, retirement and investment planning services to individuals, families, businesses and trustees.
John Mortimer the owner of Edinburgh-based MP2 Financial Limited will be joining the offices in Edinburgh along with directors Grant Walker and Willie Crockett, as well as eight staff from Capital Risk Management.
Director of MP2 Financial, John Mortimer said: “I am delighted to be joining Tilney Smith & Williamson and look forward to working with them over the next two years. This move will provide my clients with security in the knowledge that they will benefit from the resources of a national wealth management firm but at a local level as Tilney Smith & Williamson continue to expand throughout Scotland and the rest of the UK.”
Grant Walker and Willie Crockett added: ”We are proud of the business that we have built up in the last nine years and last year we began to think carefully about the future. We have come to recognise the benefits of being part of a bigger group with significant resources.
From the outset, the team at Capital Risk Management has been committed to providing the highest level of expertise and service to all our clients so the bar was high in choosing a long-term home for our clients and colleagues.”
The sum has yet to be disclosed.
Tilney Smith & Williamson will be re-branding to Evelyn Partners this summer.
If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.
Talk to us now
If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.