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  • Succession completes integration of £1.1bn AUA True Wealth

    Aviva-owned Financial Planning-focused Succession Wealth has completed the integration of Leeds-based Financial Planning and wealth manager True Wealth Group.

  • 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.

  • Succession Wealth recruits new CEO from parent Aviva

    Roger Marsden

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

  • Scammers target 1 in 10 pension savers aged 50 and over

    Succession Wealth website
  • Survey predicts 7% drop in IFAs and wealth managers

    Succession Wealth website
  • Succession Wealth acquires six advice firms

    James Stevenson
  • Building an ‘unmatched’ Financial Planning firm

    Mark Stokes
  • Succession boosts leadership with 6 senior appointments

    Sarah Lord, one of the senior hires at Succession
  • Succession Wealth adds £500m funds with new acquisition

    James Stevenson
  • Succession Wealth moves HQ to Birmingham

    Succession Wealth website
  • Planner Casebook: A complex divorce case with a twist

    Planner Casebook feature
  • Succession exec joins Mattioli for Financial Planning push

    Mark Stokes of Mattioli Woods
  • PFS appoints Succession’s Sarah Lord as President

    Sarah Lord
  • Newsmakers: PFS President Sarah Lord on levy fees crisis

    Sarah Lord
  • Losses halve at Succession Wealth

    James Stevenson, chief executive, at Succession Wealth
  • Succession adds sports and entertainment advice arm

    Succession Sports & Entertainment's logo
  • FSCS accepts claim against former Succession firm

    FSCS website
  • Succession Wealth up for sale - reports

    Succession Wealth CEO James Stevenson
  • Succession Wealth acquires £1.4bn Financial Planning firm

    James Stevenson, CEO at Succession Group
  • Succession buys £175m AUM Oxford IFA

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

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