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 proposition.
Sanjay Shah, National Proposition Director of Succession Advisory Services said: “Our size and expertise attracts high-calibre IFA businesses like AFS, helping them build on their existing strengths and continue to deliver a high-quality service.
Mr Shah continued: “Successful and profitable firms value our control and ownership of the services and solutions which are essential to achieving their clients’ financial goals. Our investment in technology, training and support further enhances businesses that want to focus on their relationships with clients”.
Paul Scarff, MD of AFS said; “Becoming a member of Succession was a natural next step for a firm of our size and reputation. We have a clear vision to develop our proposition and the well-regarded team at Succession will provide the specialist expertise and support to help us achieve our long-term goals.
“As part of AFS’s own succession planning, it is important to continue to provide clients and colleagues with security, continuity and value for money and this move allows us to do this. Succession will deliver immediate benefits to our business that will enhance the client experience in a manner that we couldn’t do alone”.
Mr Scarff continued; “We have been greatly impressed with Succession’s integrated Wealth Planning solution. The breadth and depth of support is beyond the scope achievable for a firm our size and will continue our development in terms of greater opportunity and improved client servicing. The Succession team has proven to be highly professional and capable and we look forward to benefiting from the difference they can deliver”.