Succession acquires Investors Planning Associates
Succession Wealth has purchased Investors Planning Associates, adding £500m in funds under management. This marks Succession’s eleventh acquisition since 2018. Along with the half a...Read More
Succession's double acquisition
The consolidator Succession have acquired two companies, bringing in £350m under management. McKenzie Investments Ltd who are based in Inverness, and Warwick Butchart Ltd who...Read More
Succession launches ‘founder’s day’ in memory of founder Simon Chamberlain
Succession Group will launch its ‘founder’s day’ on Friday 22 June in memory of its founder Simon Chamberlain (pictured above). Simon was well known for...Read More
Death of Succession founder and CEO Simon Chamberlain
Succession has just announced the sudden death of its founder and Group CEO, Simon Chamberlain, who died earlier today. In a short statement, the company...Read More
Succession snaps up Affinity Independent Management for more than £5M
Succession has bought Affinity Independent Management Limited and Affinity Independent Schools Consultancy LLP (Affinity), via a mix of cash and shares, which will value the...Read More
Succession makes biggest ever acquisition
Succession has made its largest acquisition to date, buying Birmingham-based Clay Rogers & Partners Limited (Clay Rogers), via a mix of cash and shares, which...Read More
Succession makes 2nd acquisition in 4 weeks
Succession has bought Hamilton-based Caledonia Financial Planning for a total consideration of £2.5million – it’s second acquisition in the space of 4 weeks. Caledonia began...Read More
Accredited Financial Planning Firm Maze sales to Succession
Maze Wealth has been acquired by Succession for £1.2m. Maze is based in Beckenham and began working with Succession in 2013, aiming to grow its...Read More
Succession raises £25m to fund further acquisitions
Succession has a further £25m in its back pocket after securing an investment package from HSBC and existing shareholders, including Inflexion Private Equity. The money...Read More
Succession continues acquisition drive with 5th of the year
Succession Holdings has acquired its 22nd member firm, its fifth in 2016, and says it plans to acquire another nine this year.