Succession Wealth adds £800m AUM with latest IFA acquisition

The acquisition is Succession's first since it was bought by Aviva in March for £385m and takes its AUM to more than £10bn. It bought Pannells Financial Planning in January, which added £1.4bn of client assets.   G+E Wealth Management, which has offices in York and Leeds, was founded in 2006 to offer both individuals and business owners bespoke financial solutions in line with their long-term goals, according to the business. Succession Group chief executive James Stevenson said: "We felt a genuine synergy when we met G+E Wealth Management. The importance they place on creating a posi...