A Chartered Financial Planning firm has joined an adviser firm network as it bids to achieve its long-term goals.
Accountants Financial Services (Scotland) Limited have joined Succession Advisory Services as a Member Firm.
AFS is run by Chartered Financial Planner Paul Scarff APFS, based in Glasgow, with another Chartered Financial Planner, Forrest Greenshields APFS, working from the Edinburgh office. It has £190m FUM.
Mr Scarff, the MD of AFS said: "Becoming a member of Succession was a natural next step for a firm of our size and reputation.
"We have a clear vision to develop our proposition and the well-regarded team at Succession will provide the specialist expertise and support to help us achieve our long-term goals.
"As part of AFS's own succession planning, it is important to continue to provide clients and colleagues with security, continuity and value for money and this move allows us to do this. Succession will deliver immediate benefits to our business that will enhance the client experience in a manner that we couldn't do alone".
Sanjay Shah, group proposition director of Succession Advisory Services, said: "Our size and expertise attracts high-calibre IFA businesses like AFS, helping them build on their existing strengths and continue to deliver a high-quality service.”
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