Aviva-owned Financial Planning-focused Succession Wealth has completed the integration of Leeds-based Financial Planning and wealth manager True Wealth Group.
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 has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
Page 1 of 2