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Four adviser firms sign to Succession

Four financial services firms have signed up with IFA consolidation vehicle Succession, adding a third of a billion pounds to its investment matrix. 

The firms are Warwickshire based DeMontfort Professional Wealth Management, Derby based Derwent-Bell Financial Management, West-Midlands based KPM Financial Planning and Wilmslow based Oakley Financial Solutions. 

Succession is targeting £7bn in funds under management within five years. The latest additions bring its total to almost  £1.5 bn in less than 6 months. 

Chief executive Simon Chamberlain says:  “With more than 600 expressions of interest from firms keen to identify how Succession’s model can optimise their business, our greatest challenge is selecting those that share our vision and values to fully exploit the opportunities we have created.  We warmly welcome these four firms and look forward to the journey we will take together.” 


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