Sage network members join Succession

Scott Sinclair
clock

Sage network members Millfield Osceola Financial Consulting and Doe and Davies LLP have joined Succession Advisory Services.

The firms, appointed representatives of Sage, will outsource their investment management to Succession as well as embark on its business transition programme. Both firms will remain members of Sage Financial Services. The deal commits combined funds under management of £115m to Succession, co-founded by former Thinc CEO Simon Chamberlain, and its Investment Matrix. "Whether network members or not, progressive IFA businesses are excited by the Succession proposition," Chamberlain says. "I would encourage network organisations to regard the Succession proposition as an enhancement to...

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

Addressing the need for fresh talent in the advice industry

Addressing the need for fresh talent in the advice industry

‘Firms must offer compelling reasons for advisers to stay’

Isabel Baxter
clock 01 May 2024 • 9 min read
PA360: Check out the photo gallery from our 2024 conference

PA360: Check out the photo gallery from our 2024 conference

Our flagship conference took place last week at 133 Houndsditch in London

Professional Adviser
clock 30 April 2024 • 1 min read
Clients regret not working with an adviser sooner

Clients regret not working with an adviser sooner

Around 46% started using an adviser when they were 40 or older

Isabel Baxter
clock 30 April 2024 • 2 min read