The duo has taken full control of the company from the outgoing shareholders Chiene + Tait LLP.

Established in 2000 as an independent sister company to Chiene + Tait LLP, the business offers bespoke financial planning services across multiple locations including Edinburgh, Glasgow, Inverness, and London.

As part of the change, Chiene + Tait Financial Planning will rebrand as Seven Street Wealth and relocate its head office to new premises in the west end of Edinburgh at 16 Alva Street.

The new owners have led and grown the company over the past 13 years into a successful business built on strong values.

Mr Dobson said: “I am proud of what has been achieved, and of the people who make Seven Street Wealth what it is today.”

“There are fewer independent financial advisory firms in the market, due to consolidation in our sector and Seven Street Wealth prides itself on being privately owned.

“Under our leadership, we are committed to a relationship driven, forward thinking and positive people culture, which both our clients and team value.”

Mr Birrell said: “The success of the buy-out is testament to what we have built over the past decade, our loyal client base and talented team gives us the perfect platform to evolve and grow even further.”

The brand transformation, Seven Street Wealth, bridges heritage and modern values. Anchored in Edinburgh’s New Town, the new name echoes the legacy of James Craig’s visionary streets. Inspiration draws from the firm’s first office on Dublin Street to Dundas Street and now Alva Street, mirroring the city’s architectural aspirations.

Practice manager, Emily Dobson, who led the rebrand commented: “The transition to Seven Street Wealth encapsulates progress and legacy. It represents the evolution we stand for while paying homage to our esteemed foundation.”

Seven Street Wealth will continue to work with its former shareholders, recently rebranded as CT, on mutual clients and will support each other with accountancy and financial planning services.