Succession nears 50 acquisitions with 4 new deals

Fast growing wealth manager and Financial Planning group Succession has acquired four financial advisory firms as it heads toward 50 takeovers.

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Succession promotes Stevenson as new group chief exec

National Financial Planning and wealth management firm Succession Group has promoted James Stevenson to the position of  group chief executive.

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Succession buys two Planning firms to add £400m FUM

The acquisitive Financial Planning business Succession Group has added £400m in funds under management with two acquisitions - Scottish Chartered Financial Planners AFS and Manchester and Stratford-upon-Avon based Inspire Wealth Management.

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Trainee Financial Planner wins £2k study trip to South Africa

A young Financial Planning trainee has said he is thrilled to have won a £2,000 prize to fund a trip to the annual conference of South Africa's Financial Planning Institute in Cape Town.

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