Six new acquisitions take Succession past £8bn AUM

55 deals since 2014

Julian Marr
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"We take pride in our clients receiving continuity of service from a local business delivered nationally" - Succession Group's James Stevenson
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"We take pride in our clients receiving continuity of service from a local business delivered nationally" - Succession Group's James Stevenson

Succession Group has taken its assets under management (AUM) past the £8bn mark with the acquisition of six financial advice businesses in Scotland, the west of England and Buckinghamshire.

The newly acquired businesses, which bring 16 financial planners and 2,100 clients to the wealth management and financial planning group along with £800m AUM, are Ellaby Pollard in Bristol, Killermont...

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