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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.


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.

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