Finch Financial Services is led by Managing Partner Paul Finch, together with business partner Nigel Bull, and provides advice and solutions to clients across the South of England.
Managing Director of sister company Finch Commercial Insurance Brokers, Vincent Gardner said:
Finch Commercial Insurance Brokers continues with its independent growth strategy and congratulates Paul Finch and Nigel Bull on taking their business into Succession Group. We will continue to service mutual clients in the same way and remain committed to working closely.”
Paul Finch, described the buyout as extremely positive for clients and staff, as well as the business owners:
The future of financial services is all about creating scale to give clients security, value for money and specialist support. We focus on delivering what our clients really want, helping them make intelligent financial decisions to achieve their financial goals and objectives. We will be recruiting more qualified financial planners and support staff to meet the needs of our valued customers and to continue our success.”
This is the start of a very exciting and rewarding phase in our careers and the whole team is looking forward to the future as part of Succession Group and building the Reading office as a jewel in Succession Group’s crown.”
Succession Holdings is a vertically integrated, financial services organisation, delivering rich and rewarding experiences to families and businesses across the UK with bespoke financial planning and wealth management services, and provide capital building opportunities for business owners.
Succession Group works with clients to create a financial journey with a tailored solutions and a definitive plan to achieve their goals. More than 13,500 clients are engaged with the Succession proposition, and £10bn of funds under management are entrusted to 350 advisers, based on the principles of value, trust and excellence.