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Succession Group


Succession has acquired Michael Moore Life & Pensions, the Buckinghamshire-based wealth management firm, for £5.3m.
12-Apr-2016


Succession Group has acquired Lymington-based Highcliffe Financial Management and Worcester-based Highgrove Financial Planning for £7m.
27-Aug-2015


Succession Group has acquired DNG Financial Solutions, the financial advice firm with offices in Daventry and Northampton, for £2.9m.
10-Jun-2015


Succession Group has acquired Cassidy Coutts, the Hampshire-based tax planning and investment firm, for £1.5m.
04-Mar-2015


Succession Group has acquired Halifax-based LRH Wealth Management for £3m and Hertford-based Doe & Davies for £4.9m.
11-Aug-2014


Succession Group has expanded its Plymouth-based wealth management business with the £3m acquisition of Cornerstone Lifestyle Financial Planning and Hopkinson Associates.
05-Jun-2014


Succession Group is planning to expand the 30-strong workforce at its Plymouth-based wealth management business with 100 new jobs over the next two years, having sold a majority stake to Inflexion Private Equity.
29-Jan-2014