Gilson Gray Financial Management acquires GCR Financial

Gilson Gray Financial Management acquires GCR Financial

Graham Robinson

The investment arm of Gilson Gray has acquired a financial planning firm.

Gilson Gray Financial Management (GGFM) has taken over Dunblane-based GCR Financial, for a seven-figure sum.

As part of the merger, Graham Robinson, the former owner of GCR Financial – which specialised in managing family wealth – will join GGFM as a senior financial adviser. 

In this role, he will be responsible for continuing to advise former GCR Financial clients, as well as existing GGFM customers. He will work closely with GGFM MD Steve Herkes and firm managing partner Alastair Lindsay. 

Steve Herkes, managing director of GGFM, said: “GCR Financial has long established itself as a reputable and respected financial planning firm.

“While Graham has been in the industry 40 years this year, our links as a firm go back more than a decade. We felt that now was the optimum time to officially welcome him and his clients into GGFM. GCR Financial’s broad client base from across the central belt complements our own and means we can, collectively, provide a broader range financial services under one roof.”   

Mr Robinson added: “Steve and Alastair have been peers and friends for a long time. Today is a landmark moment in the GCR Financial journey and I am confident that the transition will be seamless.”

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