Two more firms join Succession

clock

Two more firms have joined Succession Advisory Services, adding £100m in funds under management (FUM) to the consolidation vehicle.

Halsall-based Richard Bamber is bringing on £40m in FUM and , according to the FSA register, has five registered individuals. Meanwhile, Sheffield-based Facts Financial Limited, with three registered individuals, is bringing £60m in FUM. Succession chief executive Simon Chamberlain said: "Succession continues to attract ambitious, forward-thinking client-centric businesses. "We have a proven comprehensive transition programme delivering efficiencies, scale and economies, optimising processes and systems to support firms looking for long term growth." The firm was launch in 2009 ...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Advisers blast FCA funding requirement of £755m 'inexorable'

Advisers blast FCA funding requirement of £755m 'inexorable'

‘I don’t really know what value I’m getting from the FCA – if any’

Hope Coumbe
clock 19 April 2024 • 2 min read
Octopus Money: Why a Seccl-backed platform integration is for us

Octopus Money: Why a Seccl-backed platform integration is for us

'Technology and compliance acts as an anchor in the industry'

Sahar Nazir
clock 18 April 2024 • 1 min read
AJ Bell platform hits £80.3bn AUA as advised customers increase

AJ Bell platform hits £80.3bn AUA as advised customers increase

The firm recorded total advised customers of 165,000

Cristian Angeloni
clock 18 April 2024 • 2 min read