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Succession exec joins Mattioli for Financial Planning push

Wealth manager and SIPP firm Mattioli Woods has recruited Mark Stokes from Succession Wealth as its new business and acquisition development officer.


Building an ‘unmatched’ Financial Planning firm

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.


Survey predicts 7% drop in IFAs and wealth managers

New research has predicted a 7% fall in the number of IFAs and wealth managers by 2022, despite rising demand for financial advice.


Divorcing millionaires to split £1.9bn in wealth this year

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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