Insights

Strategic acquisitions Succession Wealth has recently expanded its asset base and client portfolio through high-profile acquisitions such as London Wall Partners and DFP Health and Wealth. This growth indicates a focus on consolidating market position, offering opportunities to introduce advanced wealth management technology, CRM solutions, or client engagement platforms to support their scaled operations.

Technology Infrastructure The company's tech stack includes tools like Iress, Power BI, and Google Ads, highlighting their commitment to data analytics, digital marketing, and operational efficiency. There is potential to offer integrated FinTech solutions, data visualization, or AI-driven analytics to further optimize their client advisory processes and reporting capabilities.

Leadership Changes Recent executive moves, including the departure of the CEO and the appointment of new directors in wealth and operations, suggest a company in transition with strategic focus areas. This environment could be conducive to sales discussions around strategic consulting, compliance solutions, or executive education programs to support leadership development.

Market Focus With operations in the UK and a client base across generations, Succession Wealth emphasizes personalized, long-term financial planning. There is an opportunity to engage with their client relationship management team by providing bespoke client engagement platforms, financial education tools, or innovative generational planning software.

Growth Opportunities Revenue estimates of $50M to $100M and ongoing hiring activities suggest strong growth and investment in talent. This presents prospects to offer HR tech solutions, employee engagement platforms, or training and development services to support their workforce expansion and retention strategies.

Similar companies to Succession Wealth

Succession Wealth Tech Stack

Succession Wealth uses 8 technology products and services including Iress, Google Ads, Power BI, and more. Explore Succession Wealth's tech stack below.

  • Iress
    Accounting
  • Google Ads
    Advertising
  • Power BI
    Business Intelligence
  • Google Maps
    Maps
  • Microsoft
    Miscellaneous
  • PWA
    Miscellaneous
  • Google
    Search Engines
  • Apache
    Web Servers

Media & News

Succession Wealth's Email Address Formats

Succession Wealth uses at least 2 format(s):
Succession Wealth Email FormatsExamplePercentage
First.Last@successiongroup.co.ukJohn.Doe@successiongroup.co.uk
91%
First.Middle@successiongroup.co.ukJohn.Michael@successiongroup.co.uk
8%
LF@successiongroup.co.ukDJ@successiongroup.co.uk
1%
First.Last@successionwealth.co.ukJohn.Doe@successionwealth.co.uk
95%
FLast@successionwealth.co.ukJDoe@successionwealth.co.uk
4%
First.Middle@successionwealth.co.ukJohn.Michael@successionwealth.co.uk
1%

Frequently Asked Questions

Where is Succession Wealth's headquarters located?

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Succession Wealth's main headquarters is located at 60 Church Street Birmingham, England United Kingdom. The company has employees across 4 continents, including EuropeAsiaAfrica.

What is Succession Wealth's phone number?

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You can contact Succession Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Succession Wealth's official website and social media links?

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Succession Wealth's official website is successionwealth.co.uk and has social profiles on LinkedIn.

What is Succession Wealth's NAICS code?

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Succession Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Succession Wealth have currently?

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As of March 2026, Succession Wealth has approximately 702 employees across 4 continents, including EuropeAsiaAfrica. Key team members include Chief Executive Officer: R. M.Chief Executive Officer: J. S.Chief Operating Officer: D. B.. Explore Succession Wealth's employee directory with LeadIQ.

What industry does Succession Wealth belong to?

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Succession Wealth operates in the Financial Services industry.

What technology does Succession Wealth use?

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Succession Wealth's tech stack includes IressGoogle AdsPower BIGoogle MapsMicrosoftPWAGoogleApache.

What is Succession Wealth's email format?

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Succession Wealth's email format typically follows the pattern of First.Last@successiongroup.co.uk. Find more Succession Wealth email formats with LeadIQ.

When was Succession Wealth founded?

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Succession Wealth was founded in 2009.

Succession Wealth

Financial ServicesEngland, United Kingdom501-1000 Employees

Since 2009, our teams of independent financial advisers have delivered high-quality advice to thousands of clients throughout the UK.

We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations.

At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track.

Our clients rely on us to help them feel financially secure, confident and independent.

Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.

Succession Wealth Management Ltd is registered in England and Wales at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number 07882611. 

The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.

Section iconCompany Overview

Headquarters
60 Church Street Birmingham, England United Kingdom
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
501-1000

Section iconFunding & Financials

  • $50M$100M

    Succession Wealth's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Succession Wealth's revenue is estimated to be in the range of $50M$100M

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