Succession Wealth’s aim when it was founded in 2009 was to create an “unmatched” Financial Planning firm, Financial Planning Today caught up with company director Mark Stokes to take a deep look inside the business.

Financial Planners, Paraplanners, IFAs, wealth managers and other professionals at these firms surveyed for our annual State of the Financial Planning Profession Survey were overwhelmingly positive about current and future prospects.

The number of firms with no Paraplanners grew in the last year, according to an exclusive Financial Planning Today survey.

I’m annoyed about this! About it being all about us in the profession, apparently failing to address this crucial issue of the advice gap.