IFA business consultancy Succession Advisory Services has signed another three firms to its RDR transition programme, bringing in a combined £190m funds under advice.
Fiducia Wealth Management, boasting £80m funds under advice spread among five advisers, Lynas Vokes and Westminster Financial Planning are joining Simon Chamberlain's investment vehicle. Succession offers firms a transition regime designed to equip firms for the RDR as well as a number of investment solutions in a bid to boost profitability. After completing its programme, Succession offers firms a buyout facility. A total of 30 member firms, representing £5bn funds under management, have joined Succession since its launch last year. The company plans to achieve £7bn in funds under ma...
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