IFA consolidator Succession Advisory Services says it is well on the way to achieving its target of bringing together £7bn funds under management after signing up a tenth adviser firm.
The business, founded by former Thinc (now Bluefin) chief executive Simon Chamberlain alongside three other industry stalwarts, has engaged with Cheshire-based tax, investment and business specialists Tax and Wealth Solutions. Ten businesses have now joined Succession, committing £1bn of funds under management to its ‘investment matrix' and 75 IFAs to its transformation programme. "IFAs are facing unprecedented change and the Succession model strikes the right chord with both professional IFA firms and individual advisers, who are looking to expand and develop their businesses, and ma...
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