Succession exec joins Mattioli for Financial Planning push
- Thursday, 21 May 2020
- Articles
Wealth manager and SIPP firm Mattioli Woods has recruited Mark Stokes from Succession Wealth as its new business and acquisition development officer.
Read more...Building an ‘unmatched’ Financial Planning firm
- Thursday, 22 August 2019
- Articles
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.
Read more...Survey predicts 7% drop in IFAs and wealth managers
- Tuesday, 28 May 2019
- Articles
New research has predicted a 7% fall in the number of IFAs and wealth managers by 2022, despite rising demand for financial advice.
Read more...Divorcing millionaires to split £1.9bn in wealth this year
- Tuesday, 23 April 2019
- Articles
Research for Succession Wealth, the national Financial Planner and wealth manager, suggests that as many as 550 UK couples - each with net financial wealth of £1m or more - will divorce this year.
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