Succession Advisory Services
HQ Address
15 Davy Road, Plymouth Science Park, Plymouth, Devon PL6 9BY, United Kingdom
Website Address
Business introduction
The principals of Succession Advisory Service ("Succession") are experienced practitioners within the UK financial services and fund management community
We believe that the UK IFA sector is poised for massive change and that within a specific segment of the market significant opportunities exist for both owners and advisers
Succession brings together the right team, at the right time, to help capitalise on these opportunities. We believe that many IFAs could realise significant capital value by working towards a planned, structured exit strategy. We feel that we have a unique proposition which combines the clear business strategy required to maximise value together with exit partners who will acquire those businesses identified by Succession.
Succession Advisory Services Solutions
Succession Investment Platform
Our platform is a bespoke, open architecture system, offering unbiased access to more than 4,000 funds, as well as a comprehensive range of alternative investment types covering all asset classes and attitudes to risk. It enables business principals, advisers and support staff to select investment solutions that best meet the......
