Succession Wealth has acquired Yorkshire-based IFA business G+E Wealth Management adding more than £800m in assets under management (AUM).
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...
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