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.

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Succession Wealth acquires six advice firms

Independent wealth management firm Succession Wealth has acquired six financial advice businesses from across the UK.

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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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Succession acquires Chartered Financial Planner and IFA

National consolidator Succession has made two new acquisitions, including a Chartered Financial Planner.

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