News

IAN SHIPWAY APPOINTED NON EXECUTIVE DIRECTOR TO SUCCESSION HOLDINGS’ WEALTH MANAGEMENT DIVISION

Succession Holdings Limited, the vertically integrated financial services business controlling its own advice, platform and fund management activities, has appointed Ian Shipway as a Non Executive Director of its national wealth management advisory business Succession Group, strengthening the team and adding expertise. James Stevenson, Managing Director of Succession Group comments: “I am ...

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Succession Strengthens Executive and Management Teams to Support Accelerated Growth Strategy

•    James Stevenson has been appointed as Managing Director of Succession Group Ltd •    Sanjay Shah has been appointed as Managing Director of Succession Advisory Services Ltd •    Simon Charles has been appointed as Group HR Director •    Hazel Hodge, Helen Blackmore, Karen King and Mark Stokes have been appointed into strategic roles, as the business scales operati...

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SUCCESSION GROUP ACQUIRES EQUITY INVEST AND PAUL JONES FINANCIAL SERVICES

Succession Group has acquired two more firms from its affiliated membership, taking the number of businesses acquired in 2017 to date to four. Over the last three years, Succession has purchased 36 firms and plans to accelerate further acquisitions in line with its plan to create the UK’s largest independent wealth management business. Paul Morrish, Succession’s Group Corporate Director, ...

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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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