Succession Wealth acquires Oxford-based firm

The deal, an all-cash transaction, marks Succession Wealth's 60th acquisition since 2014 and takes total assets under administration to £9.6bn, according to the firm. It is Succession's fourth acquisition since December 2021 and its second in 2022, following the recent purchase of Pannells.  Financial advice firm OAP was founded in 2001 and has long-standing relationships with colleges at the University of Oxford, Succession said, advising current and retired academics on all aspects of financial planning and helping them navigate the complexities of the Universities Superannuation Sc...