Succession Advisory Services Ltd

Financial Services - Plymouth, N/A, UK

Succession Advisory Services Ltd Employees
Simon Taylor

Platform and Investment Director

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Rebecca Lee

Business Support Analyst

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Annette Kinsman

Head of Platform Services

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Succession Advisory Services Ltd Details

The Principals of Succession Advisory Service Ltd ("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 is registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth PL6 8BY. Registered Number: 06711051.Succession Advisory Services is authorised and regulated by the Financial Conduct Authority. Registered no: 510054.

Succession Advisory Services Ltd logo, Succession Advisory Services Ltd contact details
Employees: 500 - 999
HQ:
Location: Plymouth, N/A, UK
Revenue: 5 - 10 Million
Market-leading platform strategy pricing and investment selection framework comprehensive bespoke business transition programme prestigious financial planning design mentoring and support team unrivalled and proven management team. b2b
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