SUCCESSION WEALTH
Succession Wealth provides wealth management, financial management, and employee benefit solutions services. Since its inception in 2009, the company has built a national firm of more than 170 independent Wealth Planners delivering high-quality advice to more than 17,000 clients throughout the UK.
SUCCESSION WEALTH
Industry:
Employee Benefits Financial Services Professional Services Retirement Wealth Management
Founded:
2009-01-01
Address:
Birmingham, Birmingham, United Kingdom
Country:
United Kingdom
Website Url:
http://www.successionwealth.co.uk
Total Employee:
251+
Status:
Active
Contact:
+44 0121 212 9212
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Euro Apple Mobile Web Clips Icon Google Font API Google Maps Content Delivery Network Font Awesome Mobile Non Scaleable Content HSTS
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2024-06-05 | LWP | LWP acquired by Succession Wealth | N/A |
Official Site Inspections
http://www.successionwealth.co.uk Semrush global rank: 4.83 M Semrush visits lastest month: 1.81 K
- Host name: aec037177372cc6cd.awsglobalaccelerator.com
- IP address: 3.33.251.168
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
More informations about "Succession Wealth"
Succession Wealth | Independent Wealth Management
Welcome to Succession Wealth. We are a large national financial advice firm. Our teams of Wealth Planners deliver high-quality independent advice to thousands of clients across the …See details»
About Succession Wealth
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register …See details»
Aviva to acquire Succession Wealth
Mar 2, 2022 Succession Wealth will continue to operate as a separately regulated, independent, financial advice firm and will continue to use the Succession Wealth brand. On a pro forma basis, including the benefit of the …See details»
Succession Wealth buys first IFA under Aviva ownership
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Succession Wealth - Crunchbase Company Profile & Funding
Succession Wealth provides wealth management, financial management, and employee benefit solutions services. Since its inception in 2009, the company has built a national firm of more …See details»
Succession Wealth brand to continue following ... - IFA …
Mar 2, 2022 Succession Wealth will continue to operate as a separately regulated, independent, financial advice firm and will continue to use the Succession Wealth brand. On a pro forma basis, including the benefit of the …See details»
Succession Wealth | Independent Wealth Management
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. For further details on authorisation and …See details»
Succession Wealth - LinkedIn
Succession Wealth | 20,005 followers on LinkedIn. Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients across the UK. | Since 2009, our teams of independent ...See details»
Succession Wealth | Executive team
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. For further details on authorisation and …See details»
Aviva completes the acquisition of Succession Wealth
Aug 11, 2022 Aviva plc (“Aviva”) today announces that it has completed the acquisition of Succession Wealth. The acquisition significantly enhances Aviva’s presence in the fast-growing UK wealth market and expands Aviva's ability to …See details»
Why did Succession sell up to Aviva? - FTAdviser
Dec 31, 2018 Succession Wealth is a national independent advice business, which was founded in 2009 and subsequently received investment from Inflexion in 2014 when the company had £1.7bn of assets under advice.See details»
Exclusive: Aviva to transfer entire advice team to Succession
Feb 13, 2023 Aviva will transfer its entire in-house advice team to its national advice firm Succession Wealth, which it acquired in 2022, Citywire New Model Adviser has learned.. The …See details»
Aviva’s £385m Succession deal in spotlight after 50 advisers exit
Sep 18, 2023 Aviva’s £385m takeover of national IFA Succession Wealth could be a classic example of this problem. There have been tumultuous moments for Succession in the 12 …See details»
Succession Wealth Values
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As such, effective succession wealth planning frequently includes ways to cut these costs. What does a succession plan look like? Typically, a thorough wealth succession planning consists of …See details»
Succession Planning Guide for Wealth Management | Savvy
Succession planning is a critical process for ensuring the long-term success and continuity of any organization, especially when it comes to the financial and wealth management of high net …See details»
Succession Wealth |Our story
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4 Strategies to Address Talent Shortages in Wealth Management
Oct 8, 2024 Job Search See all of the latest and exclusive jobs available across all of our specialist industries.; How can we Find Your Perfect Job? We understand your unique profile …See details»
Why choose Succession Wealth
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register …See details»
Our Wealth Planners - Succession
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register …See details»