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Succession Advisory Services
Finance · United Kingdom · 11-50 Employees
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Overview
Headquarters
15 Davy Road, Plymouth, Devon, PL6 8BY, ...Revenue
$27 MillionIndustry
About Succession Advisory Services
Succession Advisory Services specializes in providing tailored investment solutions for financial planners in the UK. They offer a comprehensive, risk-controlled investment framework, including a Centralised Investment Proposition and Discretionary Model Portfolio Services designed for diversified portfolio construction. Their services, aimed specifically at UK-based financial professionals, incorporate various investment styles and asset allocation strategies, developed in collaboration with leading fund managers and research partners. The company is committed to helping clients achieve their financial objectives through strategic asset allocation and automated portfolio rebalancing.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Succession Advisory Servi...
$27M
11-50
Private
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N/A
Succession Advisory Services Tech Stack
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Succession Advisory Services specializes in providing tailored investment solutions for financial planners in the UK. They offer a comprehensive, risk-controlled investment framework, including a Centralised Investment Proposition and Discretionary Model Portfolio Services designed for diversified portfolio construction. Their services, aimed speci... Read More
