Succession Wealth
Insurance giant buys IFA firm for £385m
It will continue to operate as a separately regulated advice company
Financial planning group makes 60th acquisition
Deal adds £175m in client assets
Succession Wealth acquires UK financial planning firm
Company sees ‘plenty of interesting opportunities in the market’
IFA firm makes double acquisition
Company has now bought 58 advice businesses since 2014
IFA firm up for sale for £400m?
Company’s private equity owner will reportedly launch an auction during 2022