Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The deal marks Succession's fifth acquisition under Aviva ownership and its third of 2024, following the purchases of DFP Health & Wealth Management and London Wall Partners. The three acquisitions have brought in £2.2bn of client assets.    True Wealth Group's management team, led by co-founders John Baxter and Tim Crew, have been providing financial planning, wealth management, and consultancy services for 20 years. In 2017, the team began acquiring financial advice practices, as well as firms that provide services to financial advisers, assembling a group of ten firms united by the...