FSCS accepts claim against former Succession firm

The Financial Services Compensation Scheme has opened the doors to compensation claims against a closed firm which was owned by wealth manager and Financial Planner Succession Wealth.


Succession adds sports and entertainment advice arm

Financial Planning firm Succession Wealth has launched Succession Sports & Entertainment, a specialist advice arm for sporting and entertainment professionals.


Losses halve at Succession Wealth

Statutory unaudited operating losses fell 47% to £3.6m (2019: £6.9m loss) at the Succession Wealth Financial Planning and wealth management group for the year ended 31 December 2020.


Newsmakers: PFS President Sarah Lord on levy fees crisis

New Personal Financial Society President Sarah Lord FPFS has spoken exclusively to Financial Planning Today about the work the professional body is doing to tackle rising FSCS levy fees and her thoughts on what makes Financial Planners special.

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