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.