Succession Advisory Services has taken on two new firms with around £100m assets under advice.
Halsall-based Richard Bamber and Company has around £40m assets while Sheffield-based Facts Financial has around £60m.
Succession chief executive Simon Chamberlain (pictured) says: “We have a proven comprehensive transition programme delivering efficiencies, scale and economies, optimising processes and systems to support firms looking for long term growth.”
Facts Financial managing director Ross Bolton says: “Our priority is to refine out client service proposition to continue to meet the complex needs of our existing clients and attract new ones.”
Succession currently has 45 firms with £6.5bn assets under advice. Of those 45, five have been bought outright.
In December the firm announced the launch of its national proposition, Succession Wealth Management.