Succession Advisory Services, a UK-based financial planning firm, has acquired two chartered financial planning advisory firms, which will increase Succession’s assets under management by £80m.
The two firms include Holmer Green-based Clearwater Wealth Management and Coleman Clough, a Shipley-based pension and wealth management firm.
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The two firms have joined Succession to secure the future of their business for staff and clients.
The partnership with Succession wil enable Clearwater Wealth to add value across the firm’s financial planning operations by leveraging Succession’s technology and back office systems.
Graham Ponting managing partner Clearwater Wealth Management said: "Succession has invested heavily in technology and its client and back office proposition is superb. The consultancy support and top flight mentoring available will allow us to enhance the quality of services to our clients."
Simon Chamberlain, chief executive, Succession, said: "This synergy allows Chartered firms and individuals to transition swiftly, building capital value into businesses while continuing to deliver a whole of market and uncompromising client-centric service."
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