Acquired Member Firms
Meet the Team
Target Wealth Management
“The future of financial services is all about creating scale to give clients security, value for money and specialist support....
The Financial Management Group
Prior to being acquired, I was just another successful IFA running a sound, profitable lifestyle business. I agreed to stay...
Sigma Asset Management
"Sigma IFA joined Succession as a member in 2011 to support our preparations for RDR. The investment philosophy that is...
TMS Financial Solutions
We joined Succession to build on our service proposition. This has resulted in us becoming a true financial planning firm rather...
My firm joined Succession as a member with a long term view to capitalising the business built over the previous...