News

PRESS RELEASE – INDEPENDENT WOMEN BECOMES FIRST NATIONAL IFA FOR WOMEN

Independent Women has been acquired by national wealth management business Succession Group to provide independent financial advice for women. As part of Succession Group, Independent Women makes independent financial advice for women a national proposition for the very first time. Independent Women is the UK's longest running provider of independent financial advice dedicated to women.  ...

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SUCCESSION ACQUIRES LEWIS CHAMBERS AND PLAN4WEALTH FOR £10M – WITHIN 6 MONTHS OF JOINING AS MEMBER FIRMS

Chambers Group (trading as Lewis Chambers) and Plan4Wealth have been acquired by Succession Group (Succession) in a deal which values the businesses in excess of £10million. The independent wealth management businesses, with offices in Maidenhead and Farnham, have over £200million of funds under management and their acquisitions were completed within just six months of joining as Succession M...

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PRESS RELEASE 19th DECEMBER – SUCCESSION GROUP ACQUIRES FOUR FIRMS FOR £10.5M BRINGING THE TOTAL NUMBER OF ACQUISITIONS TO 30

Succession has acquired four more firms from its affiliated membership, bringing the total number of acquisitions into its national wealth management advisory arm, Succession Group, to 30.   Demontfort Financial Advisers, Langham Pensions & Investments, MacDonald & Co Wealth Management and Independent Insurance Advisers (Cheltenham) trading as Quintell, with combined funds under...

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Press release 24th October 2016 – AFFINITY INDEPENDENT MANAGEMENT LIMITED ACQUIRED BY SUCCESSION FOR OVER £5M

Succession has bought Affinity Independent Management Limited and Affinity Independent Schools Consultancy LLP (Affinity), via a mix of cash and shares, which will value the deal at over £5 million.   Buckinghamshire-based Affinity, established in 2000, provides specialist wealth management services to private individuals, business people and independent schools, and has £150 million ...

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Press Release 6th October 2016 – Succession swings into profit during 2015

Financial advice and investment group Succession Holdings has swung into profit after recording a loss in 2014. The consolidator recorded a profit of £1.3m for 2015 compared with a £0.8m loss for the previous year. Meanwhile turnover increased by almost £10m to £24.5m. The company made 10 acquisitions in 2015, taking the total number of acquired businesses to 21, an investmen...

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