Gilson Gray Financial Management Information

Gilson Gray Financial Management provides bespoke wealth management advice to clients across Scotland and the UK. Our primary office is located in Edinburgh, and this is complemented by a further four offices in Glasgow, Aberdeen, Dundee, and North Berwick. As a leading wealth management firm, we manage wealth for private clients, families and businesses. We combine the institutional strength of the St. James’s Place Wealth Management Group with a highly personal service to deliver exceptional client outcomes. We have worked with hundreds of individuals, families and businesses, they all come from different backgrounds and wealth creation stories. Our aim is to safeguard and maximise your wealth through our personal service, diversified approach and continuous contact. In an age of predominantly digital communication, we still like the old fashioned approach of getting to know you personally. This allows us to fully understand your financial and lifestyle goals, thus ensuring we tailor our bespoke investment application to your needs. We pride ourselves on being highly effective wealth managers with an in-depth knowledge and understanding of the issues you may face on your financial journey. We provide a wide range of services whether you are looking to grow or preserve your wealth. We know that this can only be achieved through effective product selection and a consistent client service. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Gilson Gray Financial Management Ltd is an Appointed Representative of St. James' Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 14/10/2025