The acquired firms include Smart Wealth Management based in London and Amersham, Glasgow-based Campbell Dallas Financial Services, Amersham-based The Financial Management Group, London-based Westminster Financial Planning and Westpoint Financial Consultants based in Plymouth.
Succession Wealth Management will be formed of two entities that will offer independent and restricted advice respectively.
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Further, the five acquired firms will together have seven locations, 100 employees and 50 advisers as well as para-planners and administrators.
Though all the five IFAs were already member firms of Succession, they will now be a part of its national model Succession Group.
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