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Aviva-owned Succession Wealth snaps up IFA business

Aviva-owned Succession Wealth snaps up IFA business
portfolio-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from portfolio-adviser.com Daily Mail and Mail on Sunday newspapers.

City Of , United Kingdom , James Stevenson , Financial Services , Oxford Advisory Partnership , Succession Wealth , Pannells Financial Planning , Bankhouse Financial Management ,

Aviva-owned advice company snaps up IFA business | International Adviser

Aviva-owned advice company snaps up IFA business | 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 Kingdom , City Of , James Stevenson , Oxford Advisory Partnership , Financial Services , Succession Wealth , Pannells Financial Planning , Bankhouse Financial Management ,

Succession Wealth expands Scotland presence with Edinburgh acquisition

Aviva-owned Succession Wealth has bought independent financial advice business Spence & Spence subject to regulatory approval. The Edinburgh-based IFA, which was founded in 1994, manages £170m in assets. ....

City Of , United Kingdom , James Stevenson , Charlie Spence , Financial Services , Oxford Advisory Partnership , Aviva Owned Succession Wealth , Pannells Financial Planning , Bankhouse Financial Management , Succession Wealth ,

Succession Wealth adds £800m AUM with latest IFA acquisition

Succession Wealth has acquired Yorkshire-based IFA business G+E Wealth Management adding more than £800m in assets under management (AUM). ....

James Stevenson , Robert Simpson , Succession Group , Pannells Financial Planning , Succession Wealth , Ae Wealth Management , Pannells Financial Planning ,

Aviva-owned Succession Wealth makes first acquisition

Succession Wealth has bought Yorkshire-based IFA firm G+E Wealth Management for an undisclosed sum. The deal brings in over £800m clients’ assets to the business and takes Succession Wealth’s total assets under administration to over £10bn. ....

United Kingdom , North Yorkshire , James Stevenson , Robert Simpson , Michele Golunska , Succession Group , Sesame Bankhall Group , Succession Wealth , Pannells Financial Planning , July Aviva , Aviva Financial Advisers , Sesame Bankhall ,