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...

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