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Succession Wealth Employee Directory

Financial ServicesEngland, United Kingdom501-1000 Employees

Succession Wealth is a financial services firm based in Birmingham, England, United Kingdom, at 60 Church Street, B3 2DJ. The company employs between 501 and 1000 people. It provides financial planning services through a nationwide network of wealth planners, delivering planning tailored to clients’ ambitions rather than assets alone. The firm maintains a website at https://successionwealth.co.uk. Recent news indicates partnerships with CI Expert Limited on protection research and a four-year deal renewal with IRESS (UK) Ltd, reflecting ongoing collaborations in its business activities.

Find Succession Wealth employees' phone numbers or email addresses

Succession Wealth Global Highlights

Location
Employees

Europe
771

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  • United Kingdom Of Great Britain And Northern Ireland
    769
  • Poland
    1
  • Ireland
    1

Asia
3

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  • India
    1
  • Malaysia
    1
  • Bangladesh
    1

Africa
1

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  • South Africa
    1

North America
1

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  • Canada
    1

Succession Wealth's Leadership

  • Chief Executive Officer at Succession Wealth
    R. M.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Succession Wealth
    J. S.
    Chief Executive Officer
    Mobile Phone
  • Chief Operating Officer at Succession Wealth
    D. B.
    Chief Operating Officer
    Mobile Phone
  • Chief Information Security Officer at Succession Wealth
    W. B.
    Chief Information Security Officer
    Mobile Phone
  • Chief Technology Officer at Succession Wealth
    C. T.
    Chief Technology Officer
    Mobile Phone
  • Chief Financial And Commercial Officer at Succession Wealth
    S. W.
    Chief Financial And Commercial Officer
    Mobile Phone
  • Chief Risk Officer & Board Director at Succession Wealth
    S. P.
    Chief Risk Officer & Board Director
    Mobile Phone
  • Chief Risk And Regulatory Officer at Succession Wealth
    C. C.
    Chief Risk And Regulatory Officer
    Mobile Phone

Succession Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Supply Chain
  • Administrative
  • Human Resources
  • Business
  • Other
  • Analytics
  • Banking
  • Accounting
  • Community & Social Services

Contact profiles from Succession Wealth

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Succession Wealth
    D. B.
    Chief Operating Officer
    Mobile Phone
    United Kingdom, England
    Jul 20, 2026
  • Chief Executive Officer at Succession Wealth
    R. M.
    Chief Executive Officer
    Mobile Phone
    United Kingdom, England
    Aug 28, 2026
  • Chief Information Security Officer at Succession Wealth
    W. B.
    Chief Information Security Officer
    Mobile Phone
    United Kingdom, England
    Sep 07, 2026
  • Chief Technology Officer at Succession Wealth
    C. T.
    Chief Technology Officer
    Mobile Phone
    United Kingdom
    Sep 12, 2026
  • Executive Assistant To Chief Executive Officer at Succession Wealth
    E. B.
    Executive Assistant To Chief Executive Officer
    Mobile Phone
    United Kingdom
    Mar 30, 2026
  • Non Executive Chairman at Succession Wealth
    M. H.
    Non Executive Chairman
    Mobile Phone
    Apr 15, 2026
  • Chief Financial And Commercial Officer at Succession Wealth
    S. W.
    Chief Financial And Commercial Officer
    Mobile Phone
    United Kingdom, England
    Apr 29, 2026
  • Chief Risk Officer & Board Director at Succession Wealth
    S. P.
    Chief Risk Officer & Board Director
    Mobile Phone
    United Kingdom
    Aug 01, 2026
  • Digital Learning Partner at Succession Wealth
    S. B.
    Digital Learning Partner
    Mobile Phone
    United Kingdom
    Sep 13, 2026
  • Chief Risk And Regulatory Officer at Succession Wealth
    C. C.
    Chief Risk And Regulatory Officer
    Mobile Phone
    UNITED KINGDOM, Devon
    Sep 01, 2026

Frequently Asked Questions

What is Succession Wealth known for?

Minus sign iconPlus sign iconSuccession Wealth was founded in 2009 and operates in the Financial Services industry. You can contact Succession Wealth's main corporate office by phone at
+44-1494-35****
. Explore Succession Wealth's company overview page for more information.

What is Succession Wealth's most common email format?

Minus sign iconPlus sign iconSuccession Wealth employees' email format typically follows the pattern of First.Last@successiongroup.co.uk. Trying to find reliable and up-to-date employee contact data? Find more Succession Wealth email formats with LeadIQ.

How many employees does Succession Wealth have currently?

Minus sign iconPlus sign iconSuccession Wealth has approximately 705 employees as of August 2026. These team members are located across 4 continents, including Europe, Asia and Africa.

Who are Succession Wealth's key employees and leadership?

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As of August 2026, Succession Wealth's key employees include:

  • Chief Executive Officer: R. M.
  • Chief Executive Officer: J. S.
  • Chief Operating Officer: D. B.
  • Chief Information Security Officer: W. B.
  • Chief Technology Officer: C. T.

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