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Insights

Acquisition Opportunities Succession Wealth has a track record of acquiring firms like London Wall Partners, DFP Health and Wealth Management, and Spence, Carter & Reed, PA. This indicates a strategic approach to expanding market presence through acquisitions, presenting opportunities for collaboration or further acquisitions in the wealth management sector.

Experienced Key Personnel Recent appointments of key individuals such as Graham Nicoll as director of wealth and Dawn Buckingham as group operations director demonstrate a focus on strengthening leadership. Leveraging these seasoned professionals in sales discussions may enhance credibility and open doors to new business opportunities.

Industry Recognition Succession Wealth's acquisitions and strategic moves have garnered attention from various publications like Money Marketing and Global Legal Chronicle. Utilizing this industry recognition as social proof in sales pitches can position the company as a reliable partner and attract potential clients seeking established financial services providers.

Cybersecurity Resilience Following the cyber attack incident in January 2022, Succession Wealth has likely bolstered its cybersecurity measures to enhance resilience. Highlighting the company's commitment to protecting client data and financial assets can be a selling point, especially for clients with strong cybersecurity requirements.

Geographic Expansion With a significant presence in Plymouth, London, and Edinburgh through acquisitions like DFP Health and Wealth Management and Spence, Carter & Reed, PA, Succession Wealth shows a strategic interest in geographic expansion. Exploring partnerships or sales opportunities in these regions could leverage the company's established footprint for further growth.

Similar companies to Succession Wealth

Succession Wealth Tech Stack

Succession Wealth uses 8 technology products and services including Optimise, Google Analytics, Akamai, and more. Explore Succession Wealth's tech stack below.

  • Optimise
    Affiliate Advertising Networks
  • Google Analytics
    Analytics
  • Akamai
    Content Delivery Network
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • SMF
    Message Boards
  • PHP
    Programming Languages
  • Nginx
    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
89%
First.Middle@successiongroup.co.ukJohn.Michael@successiongroup.co.uk
10%
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, B3 2DJ GB. The company has employees across 4 continents, including EuropeNorth AmericaAsia.

What is Succession Wealth's phone number?

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You can contact Succession Wealth's main corporate office by phone at +44-1494-358000. 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.

How much revenue does Succession Wealth generate?

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As of September 2024, Succession Wealth's annual revenue reached $750M.

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 September 2024, Succession Wealth has approximately 633 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: J. S.Chief Financial Officer: S. W.Chief Risk And Regulatory Officer: C. C.. 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 OptimiseGoogle AnalyticsAkamaijQuery MigrateGoogle MapsSMFPHPNginx.

What is Succession Wealth's email format?

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Succession Wealth's email format typically follows the pattern of . 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

Succession Wealth

Financial ServicesBirmingham, United Kingdom501-1000 Employees

Since 2009, our teams of independent Wealth Planners 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 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, B3 2DJ GB
Phone number
+44-1494-358000
NAICS Code
52 - Finance and Insurance
Founded
2009
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Succession Wealth's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Succession Wealth's revenue is in the range of $100M$1B

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