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Succession Wealth

is an England-based financial advisory firm that offers services such as wealth management and financial planning for individuals and enterprises... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Succession Wealth

is an England-based financial advisory firm that offers services such as wealth management and financial planning for individuals and enterprises... Read more
Succession Wealth CEO: Roger Marsden

CEO

Roger Marsden

CEO Approval Rating

83/100

2009

PrivateAcquired by Aviva, PLC

Banking, Financial Services and Insurance
Asset & Investment Management
61896199 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
500-1.0K
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Acquisitions
9

News

Acquisition
Nov 19, 2024
Money Marketing
Succession Wealth acquired True Wealth Group for undisclosed amount

Succession Wealth Competitors

1Progeny
2Saranac Partners
3Chartered Wealth Management
4Chilli Financial
5Octagon Wealth Management
6Wealthtime
7Central Investment
8the prosperity company
9TAM
10Quantile
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