Succession Wealth | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Succession Wealth is an independent financial advisory firm based in the UK, operating since 2009.
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An independent financial advisory firm operating in the UK since 2009, the organization serves over 18,000 clients and manages assets exceeding £10 billion. Backed by Aviva, it maintains strong financial stability and independence in its advisory offerings.
The firm provides comprehensive financial planning and advisory services tailored to individual client needs, including pension advice, wills and probate planning, business protection, legacy planning, and investment solutions. A personalized approach, access to diverse investment options, and a focus on long-term client relationships contribute to high satisfaction ratings and ongoing engagement.
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