Succession has acquired Reading-based advice firm Finch Financial Services for a total consideration of £3m.
It is the 12th acquisition for the vertically-integrated firm. Succession operates a model that sees it acquire firms that are already part of the Succession Advisory Services network.
Finch Financial Services has been a member of Succession since 2012.
Succession group chief executive Simon Chamberlain says: “We will continue our planned acquisition of the best 50 firms, with £7bn of assets, from our growing membership by the end of 2017.”
Finch Financial Services managing partner Paul Finch says: “Joining Succession as a member delivered immediate benefits to clients.
“Being acquired by Succession ensures continued innovation, with long term security for clients and succession planning for the team.”