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Succession Wealth gains £800m in assets with acquisition deals

Succession Wealth has bought several financial advice businesses adding £800m in assets under management.

Succession Wealth gains £800m in assets with acquisition deals.

Succession Wealth has bought several financial advice businesses adding £800m in assets under management.

The deals bring Succession's total assets under management to more than £8bn and adds 2,100 clients and 16 financial planners to the business.

The acquired companies include:

Inverness based Mackenzie Investment Strategies
Marlow based Winter Financial Services
Warwick Butchart Associates in Cheltenham
Killermont Investments in Glasgow
Bristol based Ellaby Pollard.