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Succession Group
Finance · United Kingdom · 201-500 Employees
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Overview
Headquarters
79 Lemon Street, Truro, Cornwall, TR1 2P...Phone Number
+44 1872223377Website
www.successionwealth.co.ukRevenue
$117.3 MillionIndustry
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
Succession Group Tech Stack
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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
