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Kingswood acquires Glasgow financial adviser

News Team, 14/11/2022

David Lawrence, chief executive of Kingswood

Wealth manager Kingswood Holdings has acquired Strategic Asset Managers (SAM), a Glasgow-based financial advice firm.

SAM advises families, businesses, and professional partners across central Scotland and Perthshire.

It has three advisers and a total of eight employees, with over 400 clients and £200 million in assets under management.

In 2022, it generated revenue of £1....


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