Six new acquisitions take Succession past £8bn AUM
55 deals since 2014

"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...
More on Companies
Fairstone acquires Berkshire-based financial planner with £60m FUM
£800,000 annual fee income
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Perspective Financial Group acquires Corby-based planning firm
Northants and Cambs client base
Transact purchases financial planning software provider Time4Advice
First acquisition of 2021
Giles Dunning: The pitfalls to avoid when selling your IFA firm
Due diligence challenges
Back to Top
More news
What can Netflix hit Bridgerton teach us about financial planning?
Contains spoilers
Supreme Court 'substantially' rules in favour of business interruption claimants
Completes legal process
70% of UK financial services professionals 'not confident' their firm conducts ethical finance
Scepticism towards companies' commitments
Asset managers warn economy will get worse before it gets better
GDP falls 2.6% in November
Chris Budd: What to do if you are feeling fed up
Financial wellbeing junkies