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Succession Wealth buys Plymouth-based DFP | International Adviser

Succession Wealth buys Plymouth-based DFP | International Adviser
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

United kingdomJames stevensonGlynne dunnSuccession wealthWealth management

Succession adds £165m with latest IFA purchase

Succession Wealth has acquired DFP Health and Wealth Management – a Plymouth-based independent financial advice business which manages around £165m in assets. DFP was founded in 2002 to provide advice on retirement planning and investments to clients across the south and south-west of England.

United kingdomJames stevensonGlynne dunnSuccession wealthWealth managementQuilter wealthQuilter mortgage

In Focus: Helping disabled people to build a career in advice

Seven million people of working age in the UK are disabled. That’s a lot of talent to ignore and financial services can’t afford to lose out

United kingdomPeter hamiltonMike adamsCarrie morrisJane hattonOpenwork partnershipDisability unitEquality actDisability confidentSuccession wealth

Succession Wealth CEO James Stevenson departs after five years

Succession Wealth chief executive (CEO) James Stevenson has left the firm after five years.

United kingdomMichele golunskaRoger marsdenSuccession wealthJames stevenson

Aviva appoints Roger Marsden as new Succession Wealth boss

Roger Marsden has been appointed as the new chief executive of Succession Wealth, subject to regulatory approval. He takes over from James Stevenson, who is retiring from the business to “pursue interests outside the financial services industry”.

United kingdomNorth yorkshireJames stevensonMichele golunskaRoger marsdenBarclays capitalSuccession wealth

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