Succession Wealth

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

Tax Planning

Hard-hit NHS staff: Advisers discuss new tax year challenges

Budget consequences

clock 07 April 2021 • 5 min read

Companies

Succession Wealth reports operating loss of £3.6m in 2020

Private equity-backed business

clock 14 January 2021 • 2 min read

Your profession

Michelle Crowley: What ethical investing means for clients

Embracing ethical investing

clock 03 March 2020 • 4 min read

Investing in the profession

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

clock 11 February 2020 • 4 min read

Companies

Advice firm consolidator Succession Wealth opens HQ in Birmingham

Firm's central hub

clock 14 November 2019 • 1 min read

Companies

Hop property: Succession closes on £8.5bn FUM with IPA acquisition

Plans to acquire more

clock 24 October 2019 • 1 min read