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PRESS RELEASE: SUCCESSION STRENGTHENS EXECUTIVE AND MANAGEMENT TEAMS TO SUPPORT ACCELERATED GROWTH STRATEGY

SUCCESSION STRENGTHENS EXECUTIVE AND MANAGEMENT TEAMS TO SUPPORT ACCELERATED GROWTH STRATEGY •    James Stevenson has been appointed as Managing Director of Succession Group Ltd •    Sanjay Shah has been appointed as Managing Director of Succession Advisory Services Ltd •    Simon Charles has been appointed as Group HR Director •    Hazel Hodge, Helen Blackmore, Karen Kin...

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PRESS RELEASE: SUCCESSION GROUP ACQUIRES EQUITY INVEST AND PAUL JONES FINANCIAL SERVICES

Succession Group has acquired two more firms from its affiliated membership, taking the number of businesses acquired in 2017 to date to four. Over the last three years, Succession has purchased 36 firms and plans to accelerate further acquisitions in line with its plan to create the UK’s largest independent wealth management business. Paul Morrish, Succession’s Group Corporate Director, sa...

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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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