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Aviva to buy Succession Wealth for £385m

Aviva is to acquire Financial Planning-focused wealth manager Succession Wealth for £385 million. 


Succession buys £175m AUM Oxford IFA

Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.


Succession Wealth acquires £1.4bn Financial Planning firm

Acquisitive wealth manager and Financial Planner Succession Wealth has acquired Pannells Financial Planning for an undisclosed sum.


Succession Wealth up for sale - reports

Financial Planning-focused wealth manager Succession Wealth is reportedly up for sale for approximately £400m, according to Sky News.

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