Succession Wealth

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

Your profession

Red tape could see UK adviser numbers down 7% by 2022 - Succession

‘Increasingly stringent regulatory environment’

clock 28 May 2019 • 2 min read

Your profession

Succession Wealth planner becomes CISI Birmingham president

Taken over from Andrew Porter

clock 14 February 2019 • 1 min read