Three firms sign up to Succession
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Hightree Financial Services, Financial Management Group and Total Financial Solutions have all joined IFA consolidation vehicle Succession Advisory Services.
The specialist financial services firms have combined assets under management of over £500m.
Borehamwood-based Hightree Financial Services has 16 registered individuals and around £400m funds under management.
Financial Management Group, formerly Mellor Associates specialises in wealth management services for private and corporate clients, has five registered individuals and around £110m funds under management.
Investment specialist Total Financial Solutions has advisers covering London, Plymouth, Buckingham, Worcester and Taunton and around £50m in funds under management.
Succession Advisory Services chief executive Simon Chamberlain says: “There is now a solid base of reputable, productive and profitable IFA firms powered by Succession, representing £3.5bn of client assets.”
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