Succession Wealth Management

We are Succession Wealth

Established in 2009, Succession Wealth has grown to become one of the UK's leading, financial planning and wealth management business’ and we have recently become part of the Aviva group. From the beginning our vision was to provide independent financial advice, an unrivalled level of expertise and a personalised service to help clients achieve their financial aspirations. We can confidently say we have achieved this and are now market leaders both commercially and reputationally.

Our teams of independent Wealth Planners deliver high-quality advice to thousands of clients throughout the UK. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money.

Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone.

That’s why we tailor our services around our client’s needs, aspirations, and dreams. Wherever our clients are on their journey, we build individual financial plans, providing our clients with ongoing peace of mind and confidence that they are on the right track.

Since our acquisition by Aviva, we are now entering an exciting new phase of planned growth which will see our business flourish even further as we strengthen our proposition and take the outstanding service which we are known for, to a wider and more diverse client base.

Life At Succession

We don’t need to tell you how great we are, we’ll let our employees do it for us:

“I have worked for Succession nearly 9 years now. Succession is a great employer, has great benefits and really care about their employees and make you feel important, valued and part of the bigger team. We are not just a payroll number. Not many Employers do that.

What makes Succession a great company to work for, the employees of course! You can always rely on your colleagues to help you, guide you and support you when you need it. It really is a one team mentality at Succession which gives you motivation and job satisfaction, it does not matter what job you do. Everyone is there to help.” [SH, Succession Employee, 2024]

“Succession have been instrumental in enabling me to return to work full-time after working part-time whilst bringing up my children for the last 10 years. Their agile work policy enables me to achieve a great work-life balance. Development opportunities are vast, and success is recognised. [HC, Succession Employee, 2024]

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Our Benefits

We offer a fantastic range of benefits to support the personal and financial wellbeing of our colleagues and their families. Some of our stand out benefits include our Pension scheme with 8% employer contribution, group income protection and huge discounts on Aviva life and insurance products.

Agile Working

We want you to be successful in your role AND have a great work life balance!

We offer agile working arrangements to support you in keeping up with the fast pace of life both in and out of work. Most of our colleagues split their time between home and the office but we understand that every role and individual is different and offer a variety of working arrangements.

Diversity, Equity & Inclusion

Winners of 'Best D&I Initiative' at the 2023 Professional Advisor awards, at Succession we're committed to building a culture of inclusion and diversity. Having a diverse team of employees enables us to grow, innovate and better understand the communities in which we operate and the subjects we cover in our everyday work, ultimately helping us to reach our goals as a business.

For full information about our excellent rewards and benefits package visit our dedicated Career Site

Life at Succession | Succession Group Limited (successionwealth.co.uk)

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