View more on these topics

Succession buys advice firm in £3m deal

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.”

Recommended

Pete-Matthew-MM-Peach-320.jpg
3

Pete Matthew: Answering the ‘why’ question

In this first few weeks of the new year, when we are all flush with enthusiasm for the year ahead, a lot of us are setting goals. We have taken this a step further and enlisted the help of a business consultant to help us plan for the next three years, as well as frame […]

Cicutti-Nic-2014-MM-700.jpg
26

Nic Cicutti: Never mind clients, how about the nightmare advisers?

Talk to almost any occupational group and you will always get a slew of amusing stories about the people they are forced to deal with on a day-to-day basis. Cabbies, for instance, will regularly tell you about stroppy and ignorant fares who – like David Mellor – seem to know the right route from A […]

Andrew Tully Peach 250x255
2

Andrew Tully: Cash for annuities plan could create new misselling scandal

An ongoing barrage of changes, consultations and floated ideas marked 2014 down as arguably the most tumultuous year ever in pensions. And it seems there is a lack of logic in some of the proposals. Last year’s Budget introduced the concept that people should have complete freedom of choice to draw down as much of […]

Neptune launches Japan Institutional Fund

By Chris Taylor, Investment Director, Head of Research Neptune is excited to announce the launch of the Japan Institutional Fund on 22 June, having disclosed to the market in March its intention to offer the product. The Fund will be managed by the highly-regarded Chris Taylor, Head of Research and manager of the long-running Japan Opportunities Fund. It will invest in the same underlying stocks as the Japan […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment