Succession Wealth was founded in 2009, with the principal aim of building a financial planning firm, unrivalled in expertise and unmatched in the level of personalised service on offer.
Today, Succession Wealth is one of the UK’s largest privately-owned national wealth management businesses, and who have achieved Associate Firm status aligned to the Personal Finance Society (PFS). Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Truro, supporting thousands of individuals, families, corporations, and schools to achieve more with their money. By offering tailored advice on matters such as cashflow and generational planning, as well as ongoing financial services, we’re able to support people to achieve their goals throughout their lifetime.
Whilst we are a truly national business, able to offer our clients exceptional levels of service and expertise, we never lose sight of what our clients need from us. We recognise that our clients have busy lives and want to make it as easy as possible for them to gain access to our network of Wealth Planners. That’s why our focus remains on delivering local, face-to-face advice, and easily accessible support whenever it’s needed.
Today, Succession Wealth is one of the UK’s largest privately-owned national wealth management businesses, and who have achieved Associate Firm status aligned to the Personal Finance Society (PFS). Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Truro, supporting thousands of individuals, families, corporations, and schools to achieve more with their money. By offering tailored advice on matters such as cashflow and generational planning, as well as ongoing financial services, we’re able to support people to achieve their goals throughout their lifetime.
Whilst we are a truly national business, able to offer our clients exceptional levels of service and expertise, we never lose sight of what our clients need from us. We recognise that our clients have busy lives and want to make it as easy as possible for them to gain access to our network of Wealth Planners. That’s why our focus remains on delivering local, face-to-face advice, and easily accessible support whenever it’s needed.
Location: United Kingdom, England, Attwood Green
Employees: 501-1000
Founded date: 2009
Investors 1
| Date | Name | Website |
| 05.04.2022 | Inflexion ... | inflexion.... |
Mentions in press and media 3
| Date | Title | Description |
| 18.08.2026 | Amanda Blanc has worked her magic at Aviva | For twenty years Aviva found itself struggling to cement its position in the insurance market. The arrival of Amanda Blanc changed the group’s fortune and share price. Maisie Grice looks into how she executed Aviva’s revival and what could ... |
| 02.07.2025 | Scots Fintech Aveni Taps FS Leaders to Steer AI Innovation | Edinburgh-based fintech firm Aveni has launched a new industry group to help shape the future of AI in financial services. Bringing together C-suite executives from the UK’s wealth management and financial planning sector, Aveni’s Customer ... |
| 10.11.2021 | Inflexion to put up Succession Wealth for sale at £400M value | Inflexion Private Equity Partners is looking for a buyer for Succession Wealth, a UK-based wealth management firm, at a £400 million value, the Financial Times Adviser reported. Inflexion first purchased its majority stake in Succession Wea... |