Succession Wealth

Whole retail market ‘continues to be challenged’ by economic conditions

Taking early advice pays off in long-term for clients

Chancellor increased AA to £60,000 in Spring Budget speech

Statement says the Aviva-owned firm ‘quickly launched an investigation’

July to September results for wealth, annuities, platform and protection

Succession has bought Yorkshire-based G+E Wealth Management

Announced in March

Half year results

Bought IFA consolidator for £385m

Before timelines merged