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:
0121-212-9212
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible LetsEncrypt Apple Mobile Web Clips Icon Font Awesome Apache Mobile Non Scaleable Content Euro Amazon IPv6
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Current Employees Featured
Founder
Official Site Inspections
http://www.successionwealth.co.uk Semrush global rank: 4.81 M Semrush visits lastest month: 1.9 K
- Host name: a4ec4c6ea1c92e2e6.awsglobalaccelerator.com
- IP address: 15.197.142.173
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Succession Wealth" on Search Engine
About Succession Wealth
Since 2009, we have built a national firm of more than 190 Wealth Planners delivering high-quality independent financial advice to more than 19,000 clients throughout the UK. We …See details»
Succession Wealth | Independent Wealth Management
Our teams of Wealth Planners deliver high-quality independent advice to thousands of clients across the UK. When you choose to work with us we promise to provide an …See details»
Succession Wealth: Aviva deal has seen more IFAs approach us
Feb 9, 2023 Succession Wealth’s founder Paul Morrish said its deal with Aviva has seen more IFA firms approach him directly, as opposed to the other way round. Speaking to …See details»
Why did Succession sell up to Aviva? - FTAdviser
Dec 31, 2018 Succession Wealth comprises approximately 200 planners advising around 19,000 clients on £9.5bn of assets. The consolidator’s acquisition of Oxford Advisory …See details»
Succession Wealth buys first IFA under Aviva ownership
Oct 5, 2022 Succession Wealth has bought Yorkshire-based advice firm G+E Wealth Management, marking the first acquisition under Aviva’s ownership. G+E Wealth …See details»
Succession Wealth | LinkedIn
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Aviva to acquire Succession Wealth for £385 million
Mar 2, 2022 Aviva has acquired Succession Wealth for £385m, in a deal which enhances the group's presence in the UK wealth market. Succession is an independent financial …See details»
Aviva to acquire Succession Wealth – Company Announcement
Mar 2, 2022 Succession Wealth is a leading national independent financial advice firm with approximately 200 planners5 advising on £9.5 billion of assets5, delivering high …See details»
Aviva-owned Succession Wealth makes first acquisition - Money …
Momodou Musa Touray 5 October 2022. Succession Wealth has bought Yorkshire-based IFA firm G+E Wealth Management for an undisclosed sum. The deal brings in over …See details»
Succession Wealth | Wealth Planners
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services …See details»
Aviva’s £385m Succession deal in spotlight after 50 advisers exit
Mergers & Acquisitions 18 Sep, 2023. Aviva’s £385m Succession deal in spotlight after 50 advisers exit. One year on from Aviva’s takeover of Succession Wealth, dozens of …See details»
Why choose Succession Wealth
Today Succession Wealth have offices across the UK, with highly experienced and dedicated Wealth Planners delivering high-quality and personalised advice, committed …See details»
Exclusive: Aviva to transfer entire advice team to Succession
Feb 13, 2023 By Chloé Meley. Aviva will transfer its entire in-house advice team to its national advice firm Succession Wealth, which it acquired in 2022, Citywire New Model …See details»
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Details. Industries. Employee Benefits. Financial Services. Professional Services. Retirement. Wealth Management. Headquarters Regions Europe, Middle East, and …See details»
Succession Wealth snaps up G+E Wealth Management
Oct 6, 2022 British wealth management and financial planning firm Succession Wealth has acquired Yorkshire-based independent financial advice (IFA) provider G+E Wealth …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 …See details»
Succession Wealth acquires G+E Wealth Management; exceeds …
By Jamie Glasspool | Oct 5, 2022. Share this article. Succession Wealth, one of the UK’s largest wealth management and financial planning groups, today announced the …See details»
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National advice firms 09 Jan, 2024. Succession snaps up £165m ex-Quilter AR. The Aviva-owned group has struck a deal to buy Plymouth-based advice firm DFP Health & Wealth …See details»