Aviva-owned Succession Wealth snaps up IFA business
Spence & Spence is the firm’s 62nd acquisition since 2014
Succession Wealth
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Succession’s Andrew Barker: ‘Change brings opportunity’
Director of proposition on recognising the value wealth management can bring to clients and the importance of keeping an open mind
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Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership
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Aviva buys Succession Wealth in £385m deal
It will retain its brand and continue to operate as a separately regulated advice firm
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Succession Wealth adds £175m assets with acquisition of OAP
It is the firm’s 60th M&A deal since 2014
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Succession Wealth eyes large firms after latest acquisition
Investors Planning Associates adds £500m to FUM
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Succession Wealth aims for £10bn in assets as it hires six
Wealth manager poaches from Mazars and Chase de Vere among others