Four advice firms bought out in deals totalling £10.5m
- Monday, 19 December 2016
- Articles
A financial advisory group has bought four firms for £10.5m, it has revealed this afternoon.
Read more...SJP founding partner: IFAs, don't be sorry for selling up
- Friday, 28 October 2016
- Articles
Simon Chamberlain, founder of Succession Group, gives his views on advisers and acquisitions in an exclusive column for Financial Planning Today magazine.
Read more...Wealth firm advising schools such as Eton bought for £5m
- Monday, 24 October 2016
- Articles
A Buckinghamshire-based wealth manager specialising in advice to schools has been snapped up in a takeover deal worth over £5 million.
Read more...New 'robo adviser without the robo' to launch
- Tuesday, 13 September 2016
- Articles
National advisory firm consolidator Succession is planning a ‘robo-advice-style’ service which will add human intervention to review any investment decisions.
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