Sage network members Millfield Osceola Financial Consulting and Doe and Davies LLP have joined Succession Advisory Services.
The firms, appointed representatives of Sage, will outsource their investment management to Succession as well as embark on its business transition programme. Both firms will remain members of Sage Financial Services. The deal commits combined funds under management of £115m to Succession, co-founded by former Thinc CEO Simon Chamberlain, and its Investment Matrix. "Whether network members or not, progressive IFA businesses are excited by the Succession proposition," Chamberlain says. "I would encourage network organisations to regard the Succession proposition as an enhancement to...
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