IWP acquires Gilmour Hamilton Wealth Management

Deal-making

Independent Wealth Planners UK (IWP UK) has acquired the financial planning firm Gilmour Hamilton Wealth Management (GHWM), boosting the company’s existing presence in 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.

 
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.”
 
Craig Gibson, CEO of AGL Wealth Management, says: “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.”