View more on these topics

Succession adds £190m to funds with Scottish member

Boardroom-Hire-Hiring-Appointment-General-700x450.jpg

Scottish financial planning firm Accountants Financial Services, which has £190m funds under management, has joined Succession as a member firm.

AFS is based in both Edinburgh and Glasgow. According to its website, six financial planners work for the firm.

Managing director Paul Scarff says: “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.”

Succession Advisory Services group proposition director Sanjay Shah says: “Successful and profitable firms value our control and ownership of the services and solutions which are essential to achieving their clients’ financial goals. Our investment in technology, training and support further enhances businesses that want to focus on their relationships with clients.”

The acquisition is the first since Succession co-founder Simon Chamberlain passed away last month.

Recommended

Simon-Chamberlain-at-Platforum-event-2013-700.jpg
10

Succession boss Simon Chamberlain passes away

Succession chief executive and founder Simon Chamberlain has sadly passed away. In a statement, the company says he died suddenly earlier today. No further announcements are being made at this time. Succession says: “Our thoughts and concerns are with his wife Helen and children Charlotte, Henry and Olivia at this difficult time.” The company will […]

Chamberlain-Simon-Succession-2013-700.png

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. Independent Women 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 […]

Simon-Chamberlain-at-a-roundtable-discussion-700.png

Succession acquires two firms in £10m deal

Succession has acquired member firms Lewis Chambers and Plan4Wealth in a deal that values the businesses at more than £10m. The businesses have more than £200m funds under management and are based in Maidenhead and Farnham respectively. The businesses were acquired within six months of joining Succession as member firms. Lewis Chambers managing director Mark Stokes […]

Abe and Modi

Investment ideas to power returns

We believe the most exciting stockmarket opportunities today are in those places where a new generation of leaders are successfully transforming economies and companies in favour of investors. In a new investment guide and website, which is suitable for use with your clients, we set out our views on these reformers. Click here to find […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment