Building an ‘unmatched’ Financial Planning firm
- Thursday, 22 August 2019
- Articles
Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.
Read more...Succession Wealth acquires six advice firms
- Wednesday, 12 June 2019
- Articles
Independent wealth management firm Succession Wealth has acquired six financial advice businesses from across the UK.
Read more...Divorcing millionaires to split £1.9bn in wealth this year
- Tuesday, 23 April 2019
- Articles
Research for Succession Wealth, the national Financial Planner and wealth manager, suggests that as many as 550 UK couples - each with net financial wealth of £1m or more - will divorce this year.
Read more...Succession acquires Chartered Financial Planner and IFA
- Thursday, 20 September 2018
- Articles
National consolidator Succession has made two new acquisitions, including a Chartered Financial Planner.
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