Source: Money Marketing

G+E Wealth Management: Aviva-owned Succession Wealth makes first acquisition

Succession Wealth has bought Yorkshire-based IFA firm G+E Wealth Management for an undisclosed sum. The deal brings in over £800m clients' assets to the business and takes Succession Wealth's total assets under administration to over £10bn. This is the first purchase for Succession Wealth following its acquisition by Aviva earlier this year for £385m. Succession [...]The post Aviva-owned Succession Wealth makes first acquisition appeared first on Money Marketing.

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Est. Annual Revenue
$5.0-25M
Est. Employees
25-100
Robert Simpson's photo - Managing Director of G+E Wealth Management

Managing Director

Robert Simpson

CEO Approval Rating

90/100