PFS appoints Succession’s Sarah Lord as President
- Thursday, 17 September 2020
- Articles
The Personal Finance Society has appointed Sarah Lord FPFS, chief client officer at Succession Wealth, as President for 2020-21.
Read more...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...Planner Casebook: A complex divorce case with a twist
- Friday, 06 December 2019
- Articles
Helping clients hit by divorce can be a hugely challenging role for Financial Planners but one recent case tackled by an experienced Financial Planner underlined the value of good advice.
Read more...Succession Wealth moves HQ to Birmingham
- Wednesday, 13 November 2019
- Articles
Financial Planning-focused wealth manager Succession has opened a new national HQ in Birmingham as it moves the centre of its operations from Plymouth to the Midlands.
Read more...