DFP

Succession Wealth buys Plymouth-based DFP

The firm brings £165m of client assets with it

January 9, 2024

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Published by MA Financial Media Ltd (part of Mark Allen),
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PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

DFP

Succession Wealth buys Plymouth-based DFP