National advice firm Succession Wealth has opened a new HQ in Birmingham, citing its desire to be positioned "in the heart of the country".
The advice firm consolidator said the Birmingham HQ would be the centre of its national operation. The offices in the centre of the city, on Church Street, houses 60 wealth planner and client support staff...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams