Succession snaps up £165m AUM Plymouth firm
- Tuesday, 09 January 2024
- Articles
Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.
Read more...Succession Wealth recruits new CEO from parent Aviva
- Friday, 15 December 2023
- Articles
Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
Read more...Succession adds M&A head from PWC
- Wednesday, 22 November 2023
- Articles
Wealth manager and Financial Planner Succession Wealth has appointed Daniel Jones as head of mergers and acquisitions.
Read more...Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
- Articles
Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
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