Grierson Dickens EOT March 2023

RVE advised Grierson Dickens Ltd a Farnham-based team of Chartered Financial Planners on its sale to EOT in March 2023.

Jo Ranger, company director said:

“Over the last 24 years, we have built many lasting relationships with clients and professionals; we are incredibly proud of the business we have grown, and the talent we have nurtured.

For several years now, a focus of ours has been to prepare for the long-term future of GDL, and we have considered many options. At the heart of our decision, as it has always been, is doing what is best for our clients and employees, whilst protecting the long-term viability of the business.

The EOT framework lends itself well to our business; it ensures that our employees are genuine partners in the business, and that our successors, who are already responsible for so many of the accomplishments of GDL, can become the custodians of our proposition.

Whilst becoming an EOT is a structural change, you can be assured of ‘business as usual’ with James still doing what he loves, and Jo still very much involved.

As we enter the next company year, and this new chapter, we are excited for the future of GDL, look forward to continued success, and thank you all very much for your support.”