- Friday, 25 October 2019
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...
- Wednesday, 25 September 2019
Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.Read more...
- Thursday, 22 August 2019
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...