Succession's Chamberlain outlines plan for wealth management unit

Westpoint Financial Consultants, Campbell Dallas Financial, Smart Wealth Management, The Financial Management Group and Westminster Financial Planning, will merge to create a single entity, Succession Wealth Management (SWM). SWM will be created in April and will take in any firms which are acquired, while the remaining 40 members will continue to work within Succession Advisory Services. Simon Chamberlain, chief executive of Succession, said: "We're going to provide working capital to the five businesses to go and buy the rest of the membership and create a national businesses. "W...