We are a national firm of more than 190 Independent Financial Planners. Since 2014, we’ve grown both organically and through the acquisition of more than 60 profitable, well-positioned advisory firms with the aim of creating the best independent wealth management business in the country.

We partner with financial planners and business owners of all sizes, who want to sell their business and retire or who want a capital event while taking their business to the next level, but without having to undertake the activity and responsibility of continuing to run the business themselves. Our experience means we are able to complete acquisitions swiftly and efficiently, giving peace of mind to you, your team and your clients.

We've prepared an interview with one of our Wealth Planners, Alice, who can explain her experience of selling a business to Succession in her own words.

What next?
If now’s the time to consider your options, get in touch by emailing our specialist Mergers & Acquisitions Team today. We will then contact you to arrange an initial meeting to suit you.