Succession completes first five acquisitions

Earlier this year, the company announced the plans to purchase member firms Westpoint Financial Consultants, Campbell Dallas Financial, Smart Wealth Management, The Financial Management Group and Westminster Financial Planning. With the completion of the acquisitions, for £12.5m, the firms are merging to create a single entity, offering a premium investment proposition called Succession Wealth Management and a restricted protection and regular premium proposition called Succession Financial Management. The new national brand will operate out of seven locations with 100 employees, incl...