Main Menu

Scots firms join IFA consolidator Succession

Two Scottish firms have joined IFA consolidator Succession Advisory Services, bringing its total assets under management to £10 billion.

Edinburgh Investment Consultants and Falkirk-based Tom Munro Financial Solutions will add £200 million in combined assets. They remain independent but can sell to Succession after two years.

Succession has 72 member firms which pay a monthly fee for access to Succession’s back office and other services.

 



Leave a Reply

Your email address will not be published. Required fields are marked as *

*

This site uses Akismet to reduce spam. Learn how your comment data is processed.