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Succession acquires female advice firm Independent Women

Succession has acquired IFA Independent Women, a firm dedicated to providing financial advice for women, for an undisclosed sum

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Managing director Lesley Mackintosh will stay at the business, which she founded in 1997.

Independent Women’s specialist advice will be available throughout Succession Group’s regional network of client-servicing hubs. As well as savings, investment and retirement planning, the firms also offers advice around separation, divorce and bereavement.

Mackintosh says: “Women’s issues have had a major push in recent years, particularly in financial services where traditionally there has been a significant gender imbalance. That tends to mean a different delivery of service and often women have found that what was on offer was misaligned with their needs.”

Succession group chief executive Simon Chamberlain adds: “With Succession’s acquisition of Independent Women, clients have an opportunity to choose the service most appropriate for them.

“Many women – and indeed men – would prefer their planner to be a woman. Succession recognises this requirement and Independent Women has been established to deliver this proposition for our clients.”

Last week, Succession acquired member firms Lewis Chambers and Plan4Wealth in a deal that values the businesses at more than £10m.

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