12 June 2019
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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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