Succession Advisory Services has added Norwich-based adviser Trinity Financial Planning as a member firm.
Trinity provides financial planning advice through its four financial planners who together look after 500 private and corporate clients with funds under influence of over £100m. Launched in 2009, Succession invites advisory businesses to adopt its fee-based "RDR-ready" processes, including its ‘investment matrix' designed to maximise firms' renewal income and its in-house platform. It acquires a 15% stake in each company, with the aim of consolidating them on 1 June 2013 in what Chamberlain said would be the "biggest capital event the industry has seen". Simon Chamberlain (picture...
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