Wealth and Asset Management
Succession Wealth buys Plymouth-based IFA adding £165m in assets
Succession Wealth has acquired Plymouth-based advice firm DFP Health & Wealth Management. Founded in 2002, DFP Health & Wealth Management manages over £165m in assets and has a team of 11 who will be joining Succession Wealth. This latest deal is Succession Wealth's 63rd acquisition since 2014 and its third…
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