Founded in 2009, Succession Wealth is one of the UK's largest independent wealth management and financial planning businesses. The company provides personalized financial advice and services to individuals, families, and corporate clients, focusing on building long-term relationships to help them achieve their financial goals. Its core services include investment management, retirement planning, inheritance tax planning, and corporate financial planning. In August 2022, Succession Wealth was acquired by Aviva, a leading UK insurance, wealth, and retirement business, to enhance Aviva's wealth management offering.

Founded in

United Kingdom