James Stevenson has been promoted as Group Chief Executive Officer of Succession Holdings, the parent company of Succession Advisory Services and Succession Group.

The appointment is effective from 1st January 2018, at which time Mr Stevenson will also join the Board of Succession Holdings.

Mr Stevenson will retain his position and responsibilities as Managing Director of Succession Group, the independent wealth management business.

Ray Pierce, Executive Chairman of Succession Holdings, says:

“2017 has been a year of outstanding performance and significant growth for Succession. This appointment recognises James’ strong leadership of Succession Group over the last 18 months, as well as his considerable contribution to the business as a whole since he joined in 2015.”

James Stevenson joined Succession Group in 2015 as Group Operating Director and in September 2016, he assumed full commercial, operational and financial responsibility for Succession Group.

James Stevenson says:

“I am delighted to be leading the business from the New Year on our next stage of growth. I am incredibly proud of the entire Succession team and all we have achieved.  We’ve moved way beyond our original objectives and aspire to be the best privately owned, independent financial planning and wealth management business in the UK”.