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

Richard Speight

Richard is a joint founding Partner in Dow Schofield Watts Wealth Advisory LLP, which he helped establish in 2015. He has over 15 years’ experience within the financial services sector, spending the previous four years with Grant Thornton UK LLP. Richard specialises in providing strategic planning advice to a wide range of clients including owner … Continued