Wealth manager and financial planning firm Succession Wealth has acquired Hertfordshire-based firm Investors Planning Associates (IPA) adding £500m of funds under management (FUM).
The acquisition takes Succession Wealth's total FUM close to £8.5bn and underpins its ongoing focus towards profitable, nationwide expansions and integration of large-scale businesses. This acquisition...
Will grow network by offering a bespoke service
Network Direct in voluntary administration
Six IFAs and 1,000 clients
12-month trading update
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'