Consolidation and business consultancy firm Succession Advisory Services has signed up East Anglia-based IFA Insight Financial Associates as a regional hub.
Succession says it is also on the verge of announcing another deal that, when combined with Insight, will "serve to double the size of the Succession business", which aims to create 85 "aligned" firms with £7bn funds under management (FUM). Insight, which boasts 24 advisers and £200m FUM, says it will use the partnership to first become "RDR proof", then look to acquire local IFA businesses. As well as Insight Financial Associates, the business incorporates Insight Mortgage Solutions, Insight Worldwide and Foresight Estate Planning and Will Writing. "Our partnership with Insight ...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
