Succession Holdings has acquired two wealth management businesses from its membership for a total consideration of nearly £7 million.

IFAs Lymington-based Highcliffe Financial Management Limited and Worcester-based Highgrove Financial Planning Limited will become part of Succession’s national wealth management advisory arm, Succession Group.

Succession Holdings is a vertically integrated financial services organisation which controls its own advice, platform and fund management activities.


For more information, read Succession Grows

Share this article

Related articles

Evelyn Partners acquires Harwood Hutton 

Evelyn Partners acquires Harwood Hutton 

Evelyn Partners has announced that it has acquired Harwood Hutton, a firm of accountants, tax advisers and business specialists with an office in Beaconsfield, Buckinghamshire.   Established in 1957, Harwood Hutton’s 70-strong team provides clients with a range of...

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode