Tilney Smith & Williamson launches succession planning programme for retiring advisers

The wealth management and professional services group wants to talk to advisers who do not have a succession plan in place and who want to explore how to transfer their clients to the firm. It said the programme would ensure a gradual handover of the relationships they have built up and it would mean clients continue to receive a high-quality, personalised service.    More than half (54%) of advice firms' owners said they had no succession plans at present, an increase from 41% in 2019, according to research published by Platforum.  Tilney Smith & Williamson head of strategic partners...