Six new acquisitions take Succession past £8bn AUM

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 Investments in Glasgow; Mackenzie Investment Strategies in Inverness; Warwick Butchart Associates in Cheltenham; Winter Financial Services in Marlow; and a second Glasgow business where the deal remains subject to regulatory approval. In April, Succession Wealth announced it had secured more than £100m of additional financing facilities through existing arrangements, with a view to funding ...