Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.   

Plymouth-based national IFA Continuum has reported assets under influence climbed 19% year-on-year to a record £1.814bn at the end of the second quarter of 2023.

One Four Nine has made its eighth acquisition with the purchase of Plymouth financial adviser Rainbird & Co.

Chartered Financial Planner Stuart Anthony has joined the London-arm of Plymouth-based national IFA Continuum.