Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
Read more...Succession adds sports and entertainment advice arm
- Tuesday, 27 April 2021
- Articles
Financial Planning firm Succession Wealth has launched Succession Sports & Entertainment, a specialist advice arm for sporting and entertainment professionals.
Read more...Succession Wealth adds £500m funds with new acquisition
- Friday, 25 October 2019
- Articles
Financial Planner and wealth manager Succession Wealth has today revealed the acquisition of Investors Planning Associates (IPA), the national financial advice firm with almost £500m funds under management.
Read more...Succession boosts leadership with 6 senior appointments
- Wednesday, 25 September 2019
- Articles
Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.
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