View more on these topics

Succession signs risk-profiling deal with FinaMetrica

Simon Chamberlain 480 alt

IFA consolidator Succession Advisory Services has chosen FinaMetrica as its supplier of risk-profiling technology.

The three-year deal sees Succession’s financial planners use FinaMetrica’s risk-profiling tools as part of their client proposition.

Succession group chief executive Simon Chamberlain says: “Succession Group aims to deliver a richer and more rewarding experience for clients, centred around achieving life goals and providing bespoke solutions.”

FinaMetrica co-founder Paul Resnik says: “We share a common understanding that accurately matching investments to the properly articulated needs of clients is the critical component of a defensible advice process.”

Succession currently has around 300 financial planners.


News and expert analysis straight to your inbox

Sign up


    Leave a comment