The Succession Alliance has formed its board comprising senior financial advice specialists from 7IM, MKC Wealth and Quilter.
Launched earlier this month by the independent professional body, the Consumer Duty Alliance, the Succession Alliance aims to improve education, consistency and standards around succession planning for financial advice firms. The board brings together senior leaders from across the succession industry to oversee the development of the alliance's programme of work. Alongside chair Ben Wright, the board members include Loyal North acquisitions director Debbie Dry, 7IM corporate & strategy development director Eugene Onwuka, MKC Wealth compliance director Morven Grierson and Quilter chi...
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