Insights

Recent Acquisitions Succession Wealth has been actively acquiring other firms, such as London Wall Partners and DFP Health and Wealth Management. These acquisitions indicate a potential trend of growth and expansion, providing opportunities to cross-sell services to the client base of the acquired companies.

Key Personnel Additions The recent hiring of key personnel like Graham Nicoll as director of wealth and Dawn Buckingham as group operations director showcases a strategic focus on talent acquisition. Leveraging the expertise and networks of these industry professionals can open doors for new business opportunities and partnerships.

Technology Stack With a tech stack including tools like Google Analytics, Power BI, and Python, Succession Wealth demonstrates a commitment to leveraging technology for enhanced service delivery and data-driven decision-making. Highlighting the technological edge in sales pitches can position the company as innovative and efficient.

Market Expansion Succession Wealth's presence in multiple locations across the UK, including acquisitions in London and Edinburgh, indicates an expanding market footprint. This geographic diversification presents opportunities to tap into new regional markets and cater to a broader client base.

Competitive Landscape In a competitive market with players like Quilter Cheviot and Stonehage Fleming, Succession Wealth stands out with its unique offerings and growth trajectory. Emphasizing differentiation and success stories can help in showcasing the company's competitive advantage and attracting potential clients.

Similar companies to Succession Wealth

Succession Wealth Tech Stack

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

  • Optimise
    Affiliate Advertising Networks
  • Google Analytics
    Analytics
  • Power BI
    Business Intelligence
  • Google Maps
    Maps
  • PWA
    Miscellaneous
  • Webpack
    Miscellaneous
  • Python
    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 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.

How much revenue does Succession Wealth generate?

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As of November 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 November 2024, Succession Wealth has approximately 647 employees across 4 continents, including EuropeAsiaAfrica. Key team members include Chief Executive Officer: J. S.Chief Executive Officer: R. M.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 OptimiseGoogle AnalyticsPower BIGoogle MapsPWAWebpackPythonNginx.

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
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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