Succession Wealth
Succession Wealth buys Plymouth-based DFP
The firm brings £165m of client assets with it
Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Aviva-owned advice company snaps up IFA business
It is the firm’s 62nd acquisition since 2014