Succession appoints Wealth Wizards' Peter Coleman as CCO

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...