Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

Isabel Baxter
clock • 1 min read

Succession Wealth has acquired Plymouth-based advice firm DFP Health & Wealth Management.

Founded in 2002, DFP Health & Wealth Management manages over £165m in assets and has a team of 11 who will be joining Succession Wealth. This latest deal is Succession Wealth's 63rd acquisition since 2014 and its third under Aviva ownership, following the purchases of G+E Wealth Management in October 2022 and Spence & Spence in May 2023. DFP provides advice on retirement planning and investments to clients across the south and south-west of England. Succession Wealth chief executive James Stevenson said: "Our approach to mergers & acquisitions remains the same: only pursuing opport...

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