Succession Advisory Services, a UK-based financial planning organization, has acquired Clay Rogers and Partners, a financial planning advisory firm.
The acquisition will increase Succession’s assets under management by £450 million.
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Clay Rogers has almost doubled its funds under management in the last five years, growing through acquisition and referrals.
Simon Chamberlain, CEO of Succession, said: "Our partnership with Clay Rogers clearly demonstrates that the Succession proposition is attractive to the biggest and best financial planning and wealth management firms in the UK."
Mark Rogers, managing director of Clay Rogers, said: "Becoming a member of Succession is a complementary position for our business following a period of sustained growth.
"We have a very clear vision to develop our proposition and the specialist team at Succession will provide the consultancy and support to help us achieve our long-term goals."
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