Succession Group is one of the UK's leading private wealth management firms, providing comprehensive financial planning and investment management services to individuals, families, and corporate clients. Founded in 2009, the company grew through a strategy of acquiring top independent financial advice firms across the UK. Its mission is to help clients achieve their financial goals through personalised advice and a robust investment philosophy. In August 2022, Succession Group was acquired by Aviva plc, a major UK insurance and asset management company, but continues to operate as a separate, independently-advised business.

Founded in

United States