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

Succession acquired the £1.1bn AUA advice firm in November 2024 for an undisclosed amount.

The integration marks a key milestone in Succession’s national growth strategy, the firm said.

Succession said the onboarding follows its repeatable integration model, designed to preserve client continuity, respect adviser-client relationships, and embed a strong cultural fit.

It said the latest integration has broadened its reach across the UK, accelerating its ambition to become the trusted home of financial advice.

Roger Marsden, chief executive of Succession Wealth, said: “We’ve moved from transition to traction, integrating great firms, investing in our people, and refining how we grow. The integration of True Wealth is a great example of how we build with purpose, not just scale."

The integration expands Succession’s national footprint and the company said it reinforces its commitment to investing in regional advice capabilities as part of a broader growth strategy.

The takeover marked Succession’s fifth acquisition since being taken over itself by Aviva in 2022 and its third of 2024, following the purchases of DFP Health & Wealth Management and London Wall Partners. Together, the three acquisitions in 2024 brought in £2.2bn of client assets.  

Succession was established in 2009 and has grown rapidly in recent years, organically and through acquisitions. It is a national IFA with approximately 230 Financial Planners advising on about £9bn of assets. It has more than 19,000 clients in the UK, including families and corporations. It has acquired 60 Financial Planning or financial advice firms.

It was acquired by Aviva for £385m in March 2022. At the time of the takeover, Aviva said that by 2039 it is expected that one in four people in the UK will be over 65 and millions more will need advice.

Aviva added that the Succession deal would give it the scope to offer “high-quality advice” to its approximately 4m workplace pension customers as well as approximately 2m individual pensions and savings customers, focusing on customers who do not currently have an adviser.