About the firms: Aviva and Succession Wealth's timelines

The major acquisition deal, which is subject to regulatory approval, will "significantly enhance" Aviva's presence in the UK advice market with the addition of Succession's six million existing customers, according to the mutual life insurer. Here's a timeline of events for both companies before the deal. Succession Wealth In 2009, Succession Advisory Services was founded by Simon Chamberlain. Prior to this, he was a founding partner of J Rothschild Assurance (now St James's Place) and the founder of the Thinc Group (now Bluefin). In January 2010, Sage network members Millfield ...