Succession Wealth snaps up two IFAs

Adds £211m AUA

clock • 1 min read
James Stevenson, CEO of Succession Group: "We’re not focused on building scale for its own sake."
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James Stevenson, CEO of Succession Group: "We’re not focused on building scale for its own sake."

Succession Wealth has acquired two IFAs based in Winchester and Chippenham.

Winchester-based JCF Financial Services, which looks after £151m of client assets, and Chippenham-based Bankhouse Financial Management Ltd, advising on £65m, have been acquired by Succession, subject to...

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