Edinburgh financial planner unveils transition plan three years after MBO
“When Gordon and I completed the buyout, we wanted to create a business that would endure” – Mark Dobson
An Edinburgh-based financial advisory firm has increased its turnover by 40 per cent, expanded its team and laid out a succession plan three years after completing a management buyout.
Seven Street Wealth provides bespoke financial advice to individuals, families, trusts, corporates and charities. Established in 2000 as an independent sister company of Chiene + Tait LLP, the firm was acquired by its management team in 2023 and subsequently rebranded as Seven Street Wealth.