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

Advisers report under 50s make up growing chunk of client banks

Advisers report under 50s make up growing chunk of client banks

Under 40s make up almost a third, FE Fundinfo research finds

Sophia Panayi
clock 02 June 2026 • 2 min read
How the 100-year life is reshaping financial planning

How the 100-year life is reshaping financial planning

'The financial planning sector needs to continue to evolve'

Chris Ball
clock 02 June 2026 • 4 min read
Tax a 'significant issue' for clients but capital loss tops concerns

Tax a 'significant issue' for clients but capital loss tops concerns

IHT on pensions concern near universal, Schroders finds

Sophia Panayi
clock 02 June 2026 • 3 min read