Succession Wealth buys Leeds-based True Wealth Group
Acquisition provides first entry into Northern Ireland
Succession Wealth
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Succession Wealth buys Plymouth-based DFP
The firm brings £165m of client assets with it
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Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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Aviva-owned advice company snaps up IFA business
It is the firm’s 62nd acquisition since 2014
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UK advice group suffers cyber attack
Company ‘will ensure that clients will not suffer financial loss’ if personal data held by the firm is misused
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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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Succession sets aside £10.4m for potential legacy DB liabilities
It is working closely with the FCA about pension transfer advice given by an acquired business
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Aviva completes acquisition of Succession Wealth
As the insurance giant looks to significantly grow its presence in the UK advice market
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Tax cuts fail to save lacklustre Spring Statement
Sunak pledges to go ‘further’ on reliefs and allowances
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Insurance giant buys IFA firm for £385m
It will continue to operate as a separately regulated advice company