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  • Succession Wealth snaps up £1.1bn AUA True Wealth

    Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

  • Roger Marsden

    Succession Wealth recruits new CEO from parent Aviva

    Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

  • Succession Wealth website

    Scammers target 1 in 10 pension savers aged 50 and over

  • Succession Wealth website

    Survey predicts 7% drop in IFAs and wealth managers

  • James Stevenson

    Succession Wealth acquires six advice firms

  • Mark Stokes

    Building an ‘unmatched’ Financial Planning firm

  • Sarah Lord, one of the senior hires at Succession

    Succession boosts leadership with 6 senior appointments

  • James Stevenson

    Succession Wealth adds £500m funds with new acquisition

  • Succession Wealth website

    Succession Wealth moves HQ to Birmingham

  • Planner Casebook feature

    Planner Casebook: A complex divorce case with a twist

  • Mark Stokes of Mattioli Woods

    Succession exec joins Mattioli for Financial Planning push

  • Sarah Lord

    PFS appoints Succession’s Sarah Lord as President

  • Sarah Lord

    Newsmakers: PFS President Sarah Lord on levy fees crisis

  • James Stevenson, chief executive, at Succession Wealth

    Losses halve at Succession Wealth

  • Succession Sports & Entertainment's logo

    Succession adds sports and entertainment advice arm

  • FSCS website

    FSCS accepts claim against former Succession firm

  • Succession Wealth CEO James Stevenson

    Succession Wealth up for sale - reports

  • James Stevenson, CEO at Succession Group

    Succession Wealth acquires £1.4bn Financial Planning firm

  • Succession Wealth has acquired The Oxford Advisory Partnership in an all-cash deal

    Succession buys £175m AUM Oxford IFA

  • Succession CEO James Stevenson

    Aviva to buy Succession Wealth for £385m

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