Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.

Expanding Chartered Financial Planner HFMC Wealth has bought London-based Harford Financial Ltd in its fourth deal of 2023.

Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.