Aviva to buy Succession Wealth for £385m

Aviva is to acquire Financial Planning-focused wealth manager Succession Wealth for £385 million. 

Read more...

Losses halve at Succession Wealth

Statutory unaudited operating losses fell 47% to £3.6m (2019: £6.9m loss) at the Succession Wealth Financial Planning and wealth management group for the year ended 31 December 2020.

Read more...

Succession boosts leadership with 6 senior appointments

Wealth manager and Financial Planner Succession Wealth has appointed six directors to help drive its expansion plans.

Read more...

Succession Wealth acquires six advice firms

Independent wealth management firm Succession Wealth has acquired six financial advice businesses from across the UK.

Read more...