Succession Wealth’s Acquisition of Pannells Financial Planning

In UK Michelmores LLP, advised on the matter.

Michelmores LLP advised Succession Wealth with a team including Henry Taylor (Picture – Corporate M&A).

Succession Wealth acquired Pannells Financial Planning. The deal will, subject to regulatory approval, take the group’s total acquisitions since 2014 to 59 and bring its private client assets under administration to over £9.4 billion. Pannells, with seven offices across England and Scotland, was founded in 1989 and is one of the largest independent financial planning firms in the UK.

The Michelmores’ Corporate team comprised Partner Henry Taylor (Picture) and Senior Associate Francesca Hubbard, with specialist support from the Michelmores’ Employment, Tax and Regulatory teams. 

Involved fees earner: Francesca Hubbard – Michelmores LLP; Henry Taylor – Michelmores LLP;

Law Firms: Michelmores LLP;

Clients: Succession Wealth;

Author: Giulia Di Palma