Two advice firms have joined wealth management group and consolidation vehicle Succession Advisory Services, bringing £80m to the firm's funds under management.
Clearwater Wealth Management and Coleman Clough joined the 'club', which is currently home to about 60 other firms, to "secure the future of their business for staff and clients". Clearwater Wealth Management managing partner Graham Ponting said he was looking to add value across the firm's financial planning operations by benefiting from Succession's technology and back office systems. He said: "Succession has invested heavily in technology and its client and back office proposition is superb. The consultancy support and top flight mentoring available will allow us to enhance the qua...
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