The Monetary Planning arm of Scottish legislation agency Gilson Grey has promoted Emma Bradbury to the function of chief working officer.
Ms Bradbury has been with Gilson Grey Monetary Administration because it was first arrange 10 years in the past.
She has held a number of roles throughout that point supporting its growth, together with her most up-to-date place as operations director. She is going to take over from Steve Herkes who’s retiring as managing director.
GGFM stated it’s concentrating on greater than £1bn property underneath administration for the monetary 12 months. It stated it has a number of key acquisitions already lined as much as enhance the agency’s shopper base and headcount.
Plans embody growth into further places, complementing the complete suite of authorized providers already provided by Gilson Grey in Edinburgh, Glasgow, Aberdeen, Dundee, East Lothian and Lincoln.
Final 12 months GGFM introduced a sequence of takeovers together with Edinburgh-based Monetary Planning agency Sarah Hughes Wealth Administration and RS Robertson Monetary Planning in Fife, bringing its whole property underneath administration to round £700m.
Glen Gilson, chair of Gilson Grey Monetary Administration, stated: “Emma has been on the centre of GGFM’s improvement in recent times and as COO shall be an incredible asset to the crew as we transfer ahead.
“We’ve bold plans for the 12 months forward, and Emma shall be answerable for the operational supply of the expansion technique and reaching the targets we’ve got set. Steve Herkes retires with our greatest needs and thanks for his dedication to the agency.”
Ms Bradbury stated: “Having been with GGFM since day one, this can be a pure subsequent step in my development with the agency. Lately I’ve more and more been a part of the strategic decision-making course of, so it’s nice to formalise that and play a key half sooner or later development technique.
“I grew to become a working mom. To safe this promotion inside just a few months of getting back from maternity go away is a large private achievement and testomony to the help of the crew.”
Gilson Grey Monetary Administration provides specialist monetary recommendation to non-public and company purchasers across the UK. It’s a senior companion follow of wealth supervisor St James’s Place Wealth Administration.
Gilson Grey was established in 2014 and offers recommendation on legislation, property and finance. The agency has greater than 160 workers in 4 places of work in North Berwick, Edinburgh, Dundee and Glasgow.