Succession Wealth Acquires Investors Planning Associates

Succession Wealth, the independent UK wealth management and financial planning firm, has today announced its acquisition of Investors Planning Associates Ltd (IPA), the national financial advisory firm with almost £500m funds under management (FUM). Dow Schofield Watts Transaction Services provided financial due diligence. Underpinning Succession’s ongoing focus on profitable, nationwide expansion and integration of large-scale businesses, this … Continued