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PRESS RELEASE: SCOTTISH CHARTERED FIRM JOINS SUCCESSION MEMBERSHIP

Edinburgh and Glasgow-based Chartered Financial Planner Firm, Accountants Financial Services (Scotland) Limited has joined Succession Advisory Services (Succession) as a Member Firm in a move that will see the firm benefit from Succession’s specialist investment proposition and proven consultancy services allowing the business to further develop their current successful client management propo...

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PRESS RELEASE: INDEPENDENT WOMEN BECOMES FIRST NATIONAL IFA FOR WOMEN

Independent Women has been acquired by national wealth management business Succession Group to provide independent financial advice for women. As part of Succession Group, Independent Women makes independent financial advice for women a national proposition for the very first time. Independent Women is the UK’s longest running provider of independent financial advice dedicated to women. Fo...

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SUCCESSION GROUP ACQUIRES LEWIS CHAMBERS AND PLAN4WEALTH FOR £10M – WITHIN 6 MONTHS OF JOINING AS MEMBER FIRMS

Chambers Group (trading as Lewis Chambers) and Plan4Wealth have been acquired by Succession Group (Succession) in a deal which values the businesses in excess of £10million. The independent wealth management businesses, with offices in Maidenhead and Farnham, have over £200million of funds under management and their acquisitions were completed within just six months of joining as Succession M...

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SUCCESSION HOLDINGS’ RESULTS – YEAR ENDING 31 DECEMBER 2015

SUCCESSION HOLDINGS’ RESULTS - YEAR ENDING 31 DECEMBER 2015 Succession Holdings, the vertically integrated, financial services organisation incorporating a bespoke wealth planning service, Succession Group, and platform and consultancy business, Succession Advisory Services, has reported strong growth in 2015. Turnover for the year to 31 December 2015 was £24.5m (2014: 14.8m) and the busi...

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Press release 24th October 2016 – AFFINITY INDEPENDENT MANAGEMENT LIMITED ACQUIRED BY SUCCESSION FOR OVER £5M

Succession has bought Affinity Independent Management Limited and Affinity Independent Schools Consultancy LLP (Affinity), via a mix of cash and shares, which will value the deal at over £5 million. Buckinghamshire-based Affinity, established in 2000, provides specialist wealth management services to private individuals, business people and independent schools, and has £150 million in funds u...

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