thewealthnet

Succession Wealth acquires Pannells Financial Planning

News Team, 17/01/2022

Succession Wealth has acquired Pannells Financial Planning, a UK financial planning business managing over £1.4 billion in client assets.

The deal takes Succession Wealth’s private client assets under administration to over £9.4 billion and marks the firm’s 59th acquisition since 2014. It follows the acquisitions of JCF Financial and Bankhouse, announced recently, which brought together a further £211 million of client assets. 

Pannells has se...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com