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 ...
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