Succession Wealth
Hard-hit NHS staff: Advisers discuss new tax year challenges
Budget consequences
Succession Wealth reports operating loss of £3.6m in 2020
Private equity-backed business
Michelle Crowley: What ethical investing means for clients
Embracing ethical investing
Dominic Sanzari: Financial planners - the next generation
Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality
Advice firm consolidator Succession Wealth opens HQ in Birmingham
Firm's central hub
Hop property: Succession closes on £8.5bn FUM with IPA acquisition
Plans to acquire more
Red tape could see UK adviser numbers down 7% by 2022 - Succession
‘Increasingly stringent regulatory environment’
Succession Wealth planner becomes CISI Birmingham president
Taken over from Andrew Porter
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