Financial services firm Succession Advisory Services has welcomed Accountants Financial Services (AFS) as a member, adding £190m to its funds under management (FUM).
The Chartered financial planning firm will be fully integrated into Succession's systems and platform, preparing it for a potential buyout by the group further down the line. AFS has two offices in Edinburgh and Glasgow, housing six financial planners. It offers advice on a range of products, including life cover, investments and savings, pensions and retirement and inheritance tax, with clients including individuals as well as small businesses. Succession has plans to acquire 50 firms from its membership by the end of 2017, having reached the 30-firm milestone at the end of last y...
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