IFA consolidator Succession says it has received more than 600 expressions of interest in what it calls its "capital creation" model after signing up another four IFAs.
The firm, founded in May by a four-man team including former Thinc CEO Simon Chamberlain, has agreed deals with Warwickshire-based DeMontfort Professional Wealth Management, KPM Financial Planning, Derwent-Bell Financial Management and Oakley Financial Solutions. Succession aims to offer advice for IFAs on how to future-proof their business, maximise value and secure exit partners for those principals looking to leave the market. Its founders, who also include former Thinc director Tim Parsons, ex-Hambro Fraser Smith CEO Andrew Smith and former Barclays director Paul Morrish, set out ...
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