Over a third (35%) of high-net-worth individuals in Scotland have met with a Financial Planner for guidance on passing on wealth.

Coutts has begun the process of integrating Financial Planners and wealth managers from its Adam & Company business into the main wealth management and banking firm.

Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.

Dundee-based Financial Planner and wealth manager Thorntons Investments has bought Matheson Financial Consulting and Sonas Wealth Management as its ramps up its plans to expand.