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.

Founded in

United Kingdom