Company Information

Get to know succession group ltd

Succession Group, operating under the brand name Succession Wealth, is a leading UK wealth management business. Founded with a strategy to acquire and integrate established Independent Financial Adviser (IFA) firms, it has grown to become a significant national provider of financial planning and wealth management services. The company offers a full range of services including investment management, retirement planning, and inheritance tax advice. In August 2022, Succession Wealth was acquired by Aviva, a major UK insurance and asset management company, and now operates as part of the wider Aviva group while retaining its brand identity.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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succession group ltd

United Kingdom

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.