Company & Values

Succession’s proven approach helps high calibre wealth management businesses achieve their optimum operating model, creating value for all stakeholders. We work with you to deliver rich and rewarding experiences for clients, drive sustainable profit and recurrent revenue streams, and grow your capital value.

The innovation and vision in creating Succession has created fabulous opportunities for Member firms to share and develop, and we are committed to continued evolution – an imperative of the UK financial advice profession.

We build on your existing solid foundations, never losing sight of what you have already accomplished and respecting what you have already achieved.  Our investment in entrepreneurial business leaders and financial services professionals supports organic and acquisitive business growth.  Today, our highly specialised business consultancy services support the segmented advice proposition of more than 80 successful wealth management firms, with £10.5bn of funds under management.

Succession believes that professional independent advice adds significant value to individuals and businesses.  Like you, we place great emphasis on face to face financial planning to meet clients’ diverse and complex needs and goals.

Our systems and processes are engineered to support the delivery of a client-centric service, and we have invested heavily in developing risk-rated investment solutions, our own bespoke wealth management investment platform service as well as advanced governance processes. By outsourcing these key services to Succession, IFA firms are achieving competitive advantage and delivering a first class, technology-enabled service giving clients value for money.