Fri, 03 Jun 2011 | MBO/MBI
Thomson Shepherd’s management team has purchased the IFA business previously 75 per cent owned by Skipton Building Society in a management buy-out deal.
As a result of the MBO the business has been renamed Carbon Financial Partners Limited, with the transferral of the staff – which will continue to work from the existing offices in Scotland.
The newly formed business has aims to double its workforce to about 60 people within five years. Its six directors are Gordon Wilson, Barry O’Neill, Lewis Wood, Hazel Brown, Mark Christie and Shireen Fernie.
“Good people are at the heart of the company. Carbon has been founded by some of the most qualified, experienced, professional and committed people in the business,” said Carbon’s managing director Gordon Wilson.
Founded in 1999 Thomson Shepherd was 75 per cent taken over by Skipton Building Society in 2008.
On its website Carbon says it offers its financial planning services to private individuals, business owners, professionals and trustees. It is one of a small number of IFAs qualified for Chartered status in the UK and aims to “deliver consistent, long-term, measurable results.”
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LEASEHOLD
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