Three firms have joined wealth manager and consolidator Succession Advisory Services, bringing with them funds under management totalling £175m.
Cheltenham-based Quintell, which has four advisers, Halifax-based accountancy business LRH and private client investment specialist Highgrove Financial Planning have joined the company launched in 2009 by former Thind CEO Simon Chamberlain. The Succession model invites advisory businesses to adopt its "RDR-ready" processes, including its Investment Matrix which is designed to maximise firms' renewal income. Member principals are also offered an exit strategy as part of the tie-up. Succession CEO Simon Chamberlain says: "We are delighted to welcome [these firms] to our national part...
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