Founded in 2009, Succession Wealth is a UK-based financial advisory and wealth management firm. The company provides personalized financial planning and investment management services to private individuals, families, and corporate clients. Its core mission is to help clients achieve their financial goals through expert advice on pensions, investments, and estate planning. In August 2022, Succession Wealth was acquired by Aviva, a leading UK insurance and financial services company, but it continues to operate as a distinct brand.

Founded in

United Kingdom