A MERGER has been announced today that will see Jack Stone, a well-established and popular IFA in the West of Scotland, merge his practice with Martin Aitken Financial Services (MAFS), one of Scotland’s leading financial services firms.
The merger, which will take effect from April 1, will see Jack Stone and his Personal Assistant Rona McGlone move across to the new enlarged practice based in Seaward Street, Glasgow.
Ian Finch, Director of MAFS, said: “Jack Stone is the perfect partner for us and we are delighted to welcome Jack, Rona and their clients onboard.” Fellow Director Mark Tenby added: “We believe we will add considerable substance to what is already a very successful independent financial adviser.”
Jack Stone has worked for the last 7 years within the Positive solutions IFA network (following twenty-one years with Zurich Advice Network), and is a 25 year member of Million Dollar Round Table, the Premier Association of Financial Planning Professionals, which represents the top 1% of Life Assurance Professionals worldwide.
Jack said: “It’s a very exciting development. The merger is a great fit, as MAFS has the same commitment to providing outstanding customer service and the highest ethical standards as we have.
“We also share their core values of care, success and enjoyment, principles which are so important for a modern, client-focused firm.
“Together, we will continue to provide service and advice that is clear, concise, well-researched and tailored to our clients’ individual needs and circumstances. It will also ensure long-term continuity for my clients in an ever-changing financial services landscape.”
MAFS has been providing Independent Financial Advice to their clients since 1997. Over the years it has invested significantly in a highly-trained and qualified team of advisers and support staff, technology and software. The merger means it now has five client-facing advisers and a support team of seven.