Succession Group
Finance · United Kingdom · 201-500 Employees
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Overview
Headquarters
79 Lemon St, Truro, Cornwall, TR1 2PN, U...Phone Number
+44 1872223377Website
www.successionwealth.co.ukRevenue
$117.3 MillionIndustry
ZI Rank: 3
Signal Type
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ZI Rank
2
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About Succession Group
Succession Wealth is a large national financial advice firm that provides independent financial advice aimed at ensuring clients achieve peace of mind and financial wellbeing. With a team of 190 Wealth Planners, they cater to over 19,000 clients across the UK, offering personalized financial plans tailored to individual ambitions and goals. Their services include retirement planning, investment strategies, and ongoing support to help clients navigate financial challenges and maximize opportunities. Committed to delivering high-quality advice, Succession Wealth emphasizes a personal service and strong client relationships.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Succession Group
$117.3M
201-500
Private
$35.5M
2009
N/A
$24.1M
201-500
Private
-
2021
AY
Ali Yahya KarimDecision-Making, Gtm & Life Transition Strategic Advisor
Company Profile Activity
Activity Insights
Succession Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Succession Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Succession Group.
Succession Group financials insights
Gather financial insights about Succession Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2016
Private Equity
$35.5M
Succession Group Tech Stack
A closer look at the technologies used by Succession Group
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Most Recent Scoops
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Hiring Plans
Succession Group is hiring in Legal for the first time in 12 months.
Hiring Plans
Open Position
Succession Group News & Media
Succession Wealth expands Scotland presence with Edinburgh acquisition
Aviva-owned Succession Wealth has bought independent financial advice business Spence & Spence subject to regulatory approval. The Edinburgh-based IFA, which was founded in 1994, manages £170m in assets.Financial advisory firm Succession Wealth probes cyber attack
Aviva-owned wealth consultancy and financial advisory practice Succession Wealth was hit by an undisclosed security incident on 8 February.
Read more news
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Frequently Asked Questions Regarding Succession Group
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Succession Wealth is a large national financial advice firm that provides independent financial advice aimed at ensuring clients achieve peace of mind and financial wellbeing. With a team of 190 Wealth Planners, they cater to over 19,000 clients across the UK, offering personalized financial plans tailored to individual ambitions and goals. Their s... Read More
