Succession Group

IFA Valuations
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.  ... 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, ... 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). ... 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 ... 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 ... 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 ... 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 ... 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 ... Read more