Succession Wealth acquires Pannells Financial Planning

Adds £1.4bn in assets

clock • 2 min read
James Stevenson, chief executive at Succession Group
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James Stevenson, chief executive at Succession Group

Succession Wealth has acquired Pannells Financial Planning, which looks after £1.4 billion in client assets, the firm revealed.

The deal takes Succession Wealth's private client assets under administration (AUA) to more than £9.4bn and marks the firm's 59th acquisition since 2014, according to the company. The purchase of Pannells...

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