Succession uses 'fast-track' process for double acquisition

Adding £400m FUM

Victoria McKeever
clock • 1 min read

Adviser consolidator Succession has bought two financial planning businesses using its fast-track acquisition process, adding £400m funds under management (FUM).

Accountants Financial Services (AFS) and H&L Financial began working with Succession earlier this year with plans for rapid acquisition and integration. H&L Financial is the holding company for Inspire Wealth Management and has bases in Manchester and Stratford-upon-Avon. AFS has offices in Edinburgh and Glasgow. AFS managing director Paul Scarff said: "As part of our own succession planning, we wanted to ensure future generations of clients would have peace of mind, continuity and value for money. As part of Succession Group, we will continue to provide excellent client outcomes over...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Autumn Budget 2025: Chancellor mulls minimum UK shareholding in major ISA reform - report

Autumn Budget 2025: Chancellor mulls minimum UK shareholding in major ISA reform - report

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 20 October 2025 • 1 min read
TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

TISA warns FCA's targeted support could 'cause confusion' and hinder rollout

Industry group calls for more flexibility on disclosure

Sahar Nazir
clock 17 October 2025 • 2 min read
You can always make more money, but you can't buy more time

You can always make more money, but you can't buy more time

What’s the ROI on a memory that lasts forever?

Chris Ball
clock 16 October 2025 • 3 min read