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Succession Wealth

From sports journalism to advice: Kenny McKay's story

People

From sports journalism to advice: Kenny McKay's story

‘I made the leap to focus fully on financial advice, and I’m incredibly grateful I did’

clock 02 June 2025 • 5 min read
Acquisition analysis: The top seven biggest M&A deals in 2024 by AUM

Companies

Acquisition analysis: The top seven biggest M&A deals in 2024 by AUM

Nucleus’ buy of Third Financial tops the table

clock 30 January 2025 • 4 min read
Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Companies

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

clock 18 November 2024 • 2 min read
Succession Wealth buys £900m advice firm London Wall Partners

Companies

Succession Wealth buys £900m advice firm London Wall Partners

Firm’s fourth buy under Aviva ownership and its second in 2024

clock 05 June 2024 • 1 min read
Lawyer to adviser: Marcus Stirling on direct client benefit

People

Lawyer to adviser: Marcus Stirling on direct client benefit

‘Financial advice is all about commitment and people skills’

clock 01 March 2024 • 4 min read
Succession Wealth buys Plymouth-based IFA adding £165m in assets

Companies

Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

clock 09 January 2024 • 1 min read
Succession Wealth CEO James Stevenson departs after five years

People

Succession Wealth CEO James Stevenson departs after five years

Roger Marsden has been appointed to take over the role

clock 18 December 2023 • 1 min read
Aviva platform net flow 51% drop 'in line' with competitors

Wrap/platforms

Aviva platform net flow 51% drop 'in line' with competitors

Whole retail market ‘continues to be challenged’ by economic conditions

clock 16 August 2023 • 2 min read
Here to help: Common client mistakes advisers can solve

Your profession

Here to help: Common client mistakes advisers can solve

Taking early advice pays off in long-term for clients

clock 07 June 2023 • 5 min read
Spring Budget 23: Annual allowance rise 'exciting' for advice

Pensions

Spring Budget 23: Annual allowance rise 'exciting' for advice

Chancellor increased AA to £60,000 in Spring Budget speech

clock 15 March 2023 • 5 min read
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