Succession snaps up £165m AUM Plymouth firm

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.   

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Continuum unveils succession planning offer

Plymouth-based national IFA Continuum has launched a new succession solution for its financial advisers called 'My Continuum Succession.'

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Succession buys £170m AUM Edinburgh firm

Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £170m AUA Edinburgh-based IFA Spence & Spence for an undisclosed sum.

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Succession buys £175m AUM Oxford IFA

Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.

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