Succession appoints Wealth Wizards' Peter Coleman as CCO

Will report to Succession CEO

Sophie King
clock • 1 min read

Financial adviser firm Succession has appointed Peter Coleman as chief commercial officer.

Coleman (pictured) will oversee Succession Group and Succession Advisory Services where he will be responsible for all financial planning, platform and investment services. Coleman's 20-year career has been made up of a variety of leadership roles. He joins from financial tech firms Wealth Wizards, where he helped the business develop its technology to support automated advice solutions. Before that, Coleman was financial planning and strategy director for Prudential Financial Planning, after working as CEO of Positive Solutions. Coleman said: "Succession has an exemplary financial...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Andrew Goodwin: It's time for advisers to think differently about innovation

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

Andrew Goodwin
clock 04 July 2025 • 4 min read
Altus' Holford urges advisers to reframe concept of advice gap

Altus' Holford urges advisers to reframe concept of advice gap

Traditional models of value, service and delivery are being challenged

Sahar Nazir
clock 04 July 2025 • 2 min read
PA Asks: Do you keep in touch with clients when on holiday?

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

Professional Adviser
clock 04 July 2025 • 1 min read