Glasgow-based Intelligent Capital
Limited has completed a Management Buy Out, led by director
David Bremner and supported by Clydesdale Bank.
The leading Scottish Chartered Financial Planner, which provides
a Total Wealth Management service for personal and corporate
clients, has been purchased by David Bremner after the former
Managing Director retired from the business.
The firm is based in Glasgow, providing advice and guidance on
all aspects of financial planning including tax, investment and
pensions. Employee benefits and group pension advice is also
offered by the group's corporate division.
David Bremner said: "It's encouraging to start the new year
having completed the MBO and we are looking forward to continuing
to support our customers and grow the business. We are grateful for
the support and assistance provided by the Clydesdale Bank SME
Cashflow Finance team which has made the entire process painless
and we look forward to working with Clydesdale Bank, who will
support us as the business moves forward."
Turnover at Intelligent Capital Limited has increased by over 30
per cent in the last three years. David Bremner joined the business
in 2014, bringing his expertise within the family law market into
the well-established Chartered Financial Planning practice.