What departments does Succession Wealth have?

Succession Wealth has employees across 13 departments including Operations, Information Security, Engineering, Finance, Administrative.

What is the largest department at Succession Wealth?

The largest department at Succession Wealth is Finance with 5 employees.

Where are Succession Wealth employees located globally?

Succession Wealth has employees across 5 continents and 9 countries including South Africa, Bangladesh, Malaysia, India, United Kingdom Of Great Britain And Northern Ireland.

How has Succession Wealth's team size changed over time?

Succession Wealth's team has decreased from approximately 682 to 676 employees based on available data.

Succession Wealth Employee Directory

Financial ServicesEngland, United Kingdom501-1000 Employees

We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term. With a nationwide network of highly qualified wealth planners, we offer financial planning tailored to your ambitions, not just your assets. Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build.

Succession Wealth Global Highlights

Europe
774

United Kingdom Of Great Britain And Northern Ireland
772
Poland
1
Ireland
1

Asia
3

Bangladesh
1
Malaysia
1
India
1

Africa
1

South Africa
1

North America
1

Canada
1

Succession Wealth's Leadership

R. M.
Chief Executive Officer
Mobile Phone
Email
J. S.
Chief Executive Officer
Mobile Phone
Email
D. B.
Chief Operating Officer
Mobile Phone
Email
C. T.
Chief Technology Officer
Mobile Phone
Email
S. W.
Chief Financial And Commercial Officer
Mobile Phone
Email
S. P.
Chief Risk Officer & Board Director
Mobile Phone
Email
C. C.
Chief Risk And Regulatory Officer
Mobile Phone
Email
I. S.
Chief Risk Officer
Mobile Phone
Email

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 Info

Location

Last Update

J. J.
Head Of Integrations (m&a)
Mobile Phone
Email
United KingdomReading
Apr 28, 2026
H. M.
Head Of Internal Communications
Mobile Phone
Email
United KingdomEngland
Mar 31, 2026
H. B.
Head Of Client Resolution
Mobile Phone
Email
United Kingdom
Mar 12, 2026
M. G.
Head Of Hr
Mobile Phone
Email
UNITED KINGDOMSouth Yorkshire
Sep 19, 2023
P. M.
Group Corporate Director
Mobile Phone
Email
United Kingdom
Mar 31, 2026
M. G. L.
People Director
Mobile Phone
Email
United KingdomEngland
Apr 28, 2026
C. D.
Director Of Strategy And Propositions
Mobile Phone
Email
United Kingdom
Apr 28, 2026
G. B. D.
Regional Director
Mobile Phone
Email
United KingdomEngland
Dec 04, 2025
J. C.
Director Of Paraplanning
Mobile Phone
Email
United KingdomEngland
Nov 15, 2025
M. W. N. M.
Group Finance Director
Mobile Phone
Email
United KingdomEngland
Apr 28, 2026

Frequently Asked Questions

What is Succession Wealth known for?

Succession Wealth was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 60 Church Street Birmingham, England b3 2dj United Kingdom; you can contact the 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?

Succession Wealth employees' email format typically follows the pattern of . 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?

Succession Wealth has approximately 697 employees as of April 2026. These team members are located across 4 continents, including EuropeAsiaAfrica.

Who are Succession Wealth's key employees and leadership?

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

Chief Executive Officer: R. M.
Chief Executive Officer: J. S.
Chief Operating Officer: D. B.
Chief Technology Officer: C. T.
Chief Financial And Commercial Officer: S. W.

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Succession Wealth Employee Directory

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