{"id":2031,"date":"2024-01-09T13:49:09","date_gmt":"2024-01-09T13:49:09","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&#038;p=2031"},"modified":"2024-01-16T14:51:16","modified_gmt":"2024-01-16T14:51:16","slug":"succession-wealth-acquires-dfp-health-wealth-management","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/","title":{"rendered":"Succession Wealth acquires DFP Health &#038; Wealth Management"},"content":{"rendered":"<p>Succession Wealth, one of the UK\u2019s largest wealth management and financial planning groups, today announces the acquisition of DFP Health &amp; Wealth Management, a Plymouth-based independent financial advice business which manages over \u00a3165m in assets.<\/p>\n<p>Founded in 2002, DFP\u2019s team of eleven, all of whom will be joining Succession, provides advice on retirement planning and investments to clients across the south and south-west of England.<\/p>\n<p>This marks Succession Wealth\u2019s 63rd acquisition since 2014 and the third under Aviva ownership, following the purchases of G+E Wealth Management in October 2022 and Spence &amp; Spence in May 2023.<\/p>\n<p>James Stevenson, Chief Executive Officer at Succession Wealth, said: \u201cGlynne and the team have built a fantastic business that we are delighted to welcome on board. Succession Wealth was founded in Plymouth, and we remain as committed as ever to helping clients and high-quality IFA businesses fulfil their financial aspirations right across the UK. Our approach to M&amp;A remains the same: only pursuing opportunities where we believe there is genuine strategic value for both parties, not building scale for its own sake. In the current environment, a number of high-quality advice firms are looking for a partner that can provide greater assurance to acquisition terms, has a proven track record and a solid balance sheet to acquire and integrate successfully. This is giving Succession Wealth a strong competitive advantage.\u201d<\/p>\n<p>Glynne Dunn, Founding Director at DFP, said: \u201cThe key for us is independence. When meeting potential partners to take the business forward, we wanted to ensure clients would have access to the best solutions on the market. Succession Wealth provides that, as well as the peace-of-mind that comes from their track record of making integrations work \u2013 and the financial security of Aviva in the background.\u201d<\/p>\n<p>&nbsp;<\/p>\n<p><em>If you are looking to sell your business, find out more about the selling your business to Succession Wealth (or others) <\/em><a href=\"https:\/\/www.gunnerandco.com\/meet-the-team\/\"><em>Gunner &amp; Co.<\/em><\/a><em>\u00a0can help you. Book a meeting with our Head of Brokerage Gwill\u00a0<\/em><a href=\"https:\/\/gunnerandco-43d446.pipedrive.com\/scheduler\/qJqKv0fj\/initial-meeting-with-gwill-evans\"><em>here<\/em><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Succession Wealth adds \u00a3165mn AUM with IFA purchase.<\/p>\n","protected":false},"featured_media":1379,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.6 (Yoast SEO v22.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Succession Wealth acquires DFP Health &amp; Wealth Management - Gunner &amp; Co<\/title>\n<meta name=\"description\" content=\"Succession Wealth adds \u00a3165mn AUM with the acquisition of DFP Health &amp; Wealth Management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Succession Wealth acquires DFP Health &amp; Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Succession Wealth adds \u00a3165mn AUM with the acquisition of DFP Health &amp; Wealth Management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Gunner &amp; Co\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-16T14:51:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/\",\"url\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/\",\"name\":\"Succession Wealth acquires DFP Health & Wealth Management - Gunner &amp; Co\",\"isPartOf\":{\"@id\":\"https:\/\/www.gunnerandco.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg\",\"datePublished\":\"2024-01-09T13:49:09+00:00\",\"dateModified\":\"2024-01-16T14:51:16+00:00\",\"description\":\"Succession Wealth adds \u00a3165mn AUM with the acquisition of DFP Health & Wealth Management.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#primaryimage\",\"url\":\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg\",\"contentUrl\":\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg\",\"width\":1200,\"height\":675},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.gunnerandco.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Succession Wealth acquires DFP Health &#038; Wealth Management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.gunnerandco.com\/#website\",\"url\":\"https:\/\/www.gunnerandco.com\/\",\"name\":\"Gunner &amp; Co\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.gunnerandco.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.gunnerandco.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.gunnerandco.com\/#organization\",\"name\":\"Gunner &amp; Co\",\"url\":\"https:\/\/www.gunnerandco.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/www.gunnerandco.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/2023\/07\/Gunner-Co-Logo-White.svg\",\"contentUrl\":\"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/2023\/07\/Gunner-Co-Logo-White.svg\",\"caption\":\"Gunner &amp; Co\"},\"image\":{\"@id\":\"https:\/\/www.gunnerandco.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Succession Wealth acquires DFP Health & Wealth Management - Gunner &amp; Co","description":"Succession Wealth adds \u00a3165mn AUM with the acquisition of DFP Health & Wealth Management.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/","og_locale":"en_GB","og_type":"article","og_title":"Succession Wealth acquires DFP Health & Wealth Management","og_description":"Succession Wealth adds \u00a3165mn AUM with the acquisition of DFP Health & Wealth Management.","og_url":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/","og_site_name":"Gunner &amp; Co","article_modified_time":"2024-01-16T14:51:16+00:00","og_image":[{"width":1200,"height":675,"url":"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Estimated reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/","url":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/","name":"Succession Wealth acquires DFP Health & Wealth Management - Gunner &amp; Co","isPartOf":{"@id":"https:\/\/www.gunnerandco.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#primaryimage"},"image":{"@id":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#primaryimage"},"thumbnailUrl":"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg","datePublished":"2024-01-09T13:49:09+00:00","dateModified":"2024-01-16T14:51:16+00:00","description":"Succession Wealth adds \u00a3165mn AUM with the acquisition of DFP Health & Wealth Management.","breadcrumb":{"@id":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#primaryimage","url":"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg","contentUrl":"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/16.jpg","width":1200,"height":675},{"@type":"BreadcrumbList","@id":"https:\/\/www.gunnerandco.com\/insights\/succession-wealth-acquires-dfp-health-wealth-management\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.gunnerandco.com\/"},{"@type":"ListItem","position":2,"name":"Succession Wealth acquires DFP Health &#038; Wealth Management"}]},{"@type":"WebSite","@id":"https:\/\/www.gunnerandco.com\/#website","url":"https:\/\/www.gunnerandco.com\/","name":"Gunner &amp; Co","description":"","publisher":{"@id":"https:\/\/www.gunnerandco.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.gunnerandco.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/www.gunnerandco.com\/#organization","name":"Gunner &amp; Co","url":"https:\/\/www.gunnerandco.com\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/www.gunnerandco.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/2023\/07\/Gunner-Co-Logo-White.svg","contentUrl":"https:\/\/www.gunnerandco.com\/wp-content\/uploads\/2023\/07\/Gunner-Co-Logo-White.svg","caption":"Gunner &amp; Co"},"image":{"@id":"https:\/\/www.gunnerandco.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/insights\/2031"}],"collection":[{"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/insights"}],"about":[{"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/types\/insights"}],"version-history":[{"count":1,"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/insights\/2031\/revisions"}],"predecessor-version":[{"id":2032,"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/insights\/2031\/revisions\/2032"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/media\/1379"}],"wp:attachment":[{"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/media?parent=2031"}],"wp:term":[{"taxonomy":"insight-category","embeddable":true,"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/insight-category?post=2031"},{"taxonomy":"insight-tag","embeddable":true,"href":"https:\/\/www.gunnerandco.com\/wp-json\/wp\/v2\/insight-tag?post=2031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}