Succession Wealth

Client data at risk after Succession Wealth suffers cyber attack

Your Business

Client data at risk after Succession Wealth suffers cyber attack

Statement says the Aviva-owned firm ‘quickly launched an investigation’

clock 15 February 2023 • 1 min read
Equity release excels for Aviva in Q3 while platform flows struggle

Platforms

Equity release excels for Aviva in Q3 while platform flows struggle

July to September results for wealth, annuities, platform and protection

clock 09 November 2022 • 2 min read
Succession Wealth adds £800m AUM with latest IFA acquisition

Your profession

Succession Wealth adds £800m AUM with latest IFA acquisition

Succession has bought Yorkshire-based G+E Wealth Management

clock 05 October 2022 • 1 min read
Aviva completes Succession Wealth acquisition

Companies

Aviva completes Succession Wealth acquisition

Announced in March

clock 11 August 2022 • 1 min read
Aviva UK boss: Expect more consolidation from Succession

Your profession

Aviva UK boss: Expect more consolidation from Succession

Half year results

clock 10 August 2022 • 2 min read
Aviva's Doug Brown: We've done our homework on Succession culture

Companies

Aviva's Doug Brown: We've done our homework on Succession culture

Bought IFA consolidator for £385m

clock 02 March 2022 • 3 min read
About the firms: Aviva and Succession Wealth's timelines

Your profession

About the firms: Aviva and Succession Wealth's timelines

Before timelines merged

clock 02 March 2022 • 5 min read
Aviva buys Succession Wealth for £385m

Companies

Aviva buys Succession Wealth for £385m

Targets UK wealth market

clock 02 March 2022 • 3 min read
Succession Wealth acquires Pannells Financial Planning

Your Business

Succession Wealth acquires Pannells Financial Planning

Adds £1.4bn in assets

clock 17 January 2022 • 2 min read
Succession Wealth snaps up two IFAs

Your profession

Succession Wealth snaps up two IFAs

Adds £211m AUA

clock 20 December 2021 • 1 min read