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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.


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