A Belfast-based former appointed representative of St James's Place has joined Succession Advisory Service, establishing a Northern Ireland hub for the company.
CBS Astor Buller has brought along £120m in funds under management and is now tasked with acquiring more firms for the consolidation vehicle.
Succession chief executive Simon Chamberlain said: "Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions of succeeding in a new era of financial services.
"Regulatory and competitive pressures require a new approach whether to build scale, develop compelling client propositions, or create sustainability and profitability.
"Traditional distribution networks, with a one size fits all strategy, are failing to meet the diverse and complex needs of ambitious business owners."
Succession currently has more than 40 member firms, with about £6.5bn in funds under management.
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created