Succession snaps up £165m AUM Plymouth firm
- Tuesday, 09 January 2024
- Articles
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.
Read more...Continuum unveils succession planning offer
- Friday, 12 May 2023
- Articles
Plymouth-based national IFA Continuum has launched a new succession solution for its financial advisers called 'My Continuum Succession.'
Read more...Succession buys £170m AUM Edinburgh firm
- Tuesday, 09 May 2023
- Articles
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.
Read more...Succession buys £175m AUM Oxford IFA
- Monday, 31 January 2022
- Articles
Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.
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