Mr Chamberlain, chief executive of Succession, said advisers would have access to a corporate Isa and employee benefits portal for their clients, housed on the Succession Investment Matrix.
The plans were unveiled at the firm’s business owner forum in Bovey, Devon, where it was also revealed that Succession Advisory Services has generated £1.4m pre-tax profits for 2012 and has £1bn of funds under management on the Succession Investment Platform, an increase of 76 per cent year on year.
Mr Chamberlain said: “2012 was a pivotal year in which Succession Advisory Services surpassed significant growth and profitability targets, and consolidated our position for the next stage of development.”
Succession Advisory Services is forecasting £1.8bn funds under management invested on the Succession Investment Platform by the end of 2013, £3bn by end of 2014 and £7bn by the end of 2016.
