Succession

Succession completes integration of £1.1bn AUA True Wealth

Aviva-owned Financial Planning-focused Succession Wealth has completed the integration of Leeds-based Financial Planning and wealth manager True Wealth Group.
9 in 10 IFAs 'neglecting' succession planning

Only 9% of IFA firms are treating succession planning as a "central part" of their business strategy, according to a new report.
Succession plans wealth management proposition
Succession adds four new partner firms managing £500m to its business
Succession adds two more firms and £100m in funds under management
Chamberlain urges members to stop using Threesixty
Succession gets FSA approval to offer platform service
Succession adds FinaMetrica risk-profiling tools to service
Succession reports £1.3m profit from platform business
Inflexion buys majority stake in Simon Chamberlain's Succession
Budget 2014 panel reaction: Ian Shipway
Two Financial Planning firms acquired in £3m deals
Target acquired: Succession completes £4.9m wealth firm deal
Paraplanners' pay should be equal to advisers, says Succession boss
Push for Level 6 qualifications 'morally right' - chief exec
New quartet joins Succession to add £400m AUM
4 firms acquired as Succession eyes 50 buyouts
Succession gains full DFM permission from FCA
National advice group eyes 9 takeovers this year
HSBC injects £25m into Succession to fund expansion

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