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...