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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.”



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