IFA consultancy and consolidation vehicle Succession has signed up another three firms as it prepares to acquire a quarter of its 35 members ahead of schedule.
Plymouth-based WestPoint Financial Consultants, Kidderminster investment specialists Prosser Knowles Associates and Corporate Chartered Financial Planners Jacobs Financial Group have joined the company launched last year by former Thinc CEO Simon Chamberlain. Together, the businesses bring more than 50 advisers, almost 7,000 clients and about £500m worth of funds under administration to Succession. The Succession model invites adviser firms to join the business and adopt its "RDR-ready" processes, including its Investment Matrix which is designed to maximise firms' renewal income. Mem...
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