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...
100 employees move
Octagon Wealth Management
Combined five decades’ experience
Following Zurich acquisition
Helped with rebrand
After almost two decades
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