Quilter completes £46m Lighthouse deal
June 25, 2019Quilter acquire 3 South East of England advisory firms
June 25, 2019Succession 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.