Succession Wealth reported an operating loss of £3.6m last year, its unaudited financial results for the year ended 31 December 2020 show.
The financial planning firm said its operating loss, after goodwill and exceptional items associated with previous year acquisitions was down 47% over the year to £3.6m. It also said: "As a private...
Creation of chief commercial officer role
£800,000 annual fee income
Northants and Cambs client base
First acquisition of 2021
Due diligence challenges
From the horse's mouth