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...
Invesetment advice move
Principal Tom Jones moves with firm
Findlay & Company Financial Services
Share capital of 51% poised to fight
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers