Succession Wealth CEO James Stevenson departs after five years

Roger Marsden has been appointed to take over the role

Isabel Baxter
clock • 1 min read

Succession Wealth chief executive (CEO) James Stevenson has left the firm after five years.

Stevenson, who became CEO of the firm in January 2018 and oversaw the transition of Succession Wealth into Aviva ownership, is retiring to "pursue other interests outside of the financial services industry". The role will be taken over by Aviva managing director of retail UK savings and retirement Roger Marsden, subject to regulatory approval. Marsden will take over as CEO on 1 February whilst Stevenson will leave the business at the end of January. Aviva managing director of wealth and advice Michele Golunska said: "We have ambitious growth plans for our advice business, and I am ...

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 People

People Moves: CII names new board members for three-year term

People Moves: CII names new board members for three-year term

The appointments of Desmond Bermingham and Jon Graham were effective on 3 June

Professional Adviser
clock 13 June 2024 • 1 min read
Firefighter to adviser: Ian O'Dowd on assessing the situation

Firefighter to adviser: Ian O'Dowd on assessing the situation

‘I don’t go into burning buildings to save financial plans, but the same ethos rings true’

Isabel Baxter
clock 10 April 2024 • 4 min read
Headteacher to adviser: Kenneth Hopewell on emotional intelligence

Headteacher to adviser: Kenneth Hopewell on emotional intelligence

‘I like meeting people and wanted to do something where I help others’

Isabel Baxter
clock 22 March 2024 • 2 min read