Succession Wealth adds £500m funds with new acquisition
- Friday, 25 October 2019
- Articles
Financial Planner and wealth manager Succession Wealth has today revealed the acquisition of Investors Planning Associates (IPA), the national financial advice firm with almost £500m funds under management.
Read more...Succession boosts leadership with 6 senior appointments
- Wednesday, 25 September 2019
- Articles
Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.
Read more...Building an ‘unmatched’ Financial Planning firm
- Thursday, 22 August 2019
- Articles
Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.
Read more...Succession Wealth acquires six advice firms
- Wednesday, 12 June 2019
- Articles
Independent wealth management firm Succession Wealth has acquired six financial advice businesses from across the UK.
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