Why acquisitions need more than capital

In this article for Money Marketing, our CEO reflects on the learnings behind lasting partnerships and why culture, people and client focus matter just as much as capital.

Succession Wealth completes True Wealth Group integration and expands UK presence

Formal onboarding of £1.1bn firm strengthens Succession Wealth’s regional advice capabilities

What’s next for advice?

Succession's Graham Nicoll explores how cultural alignment, consolidation, AI and talent pipelines are reshaping the financial advice sector, from navigating acquisitions and client expectations to bridging the advice gap with tech.

Wealth & Asset Management Awards 2025 WINNER: Succession Wealth

We are delighted to share the news that Succession Wealth has won "Wealth Management Company of the Year (under £25bn AUM)" at the recent Money Age awards.

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits.

A new tax year for advice: 'Tax planning is not done'

Advisers urge clients to maximise their tax breaks.

IFAs turning to annuities after bumper year in 2024 as yields hit near 20-year high

Annuities have hit record highs as sales reached £7bn in 2024, latest data from Hargreaves Lansdown has shown.

Agentic AI will be ‘catalyst’ for bridging advice gap

Chris Truman, Chief Technology Officer at Succession, comments on the discussion.

Is it time to reframe vulnerability?

There are moves to put a more positive spin on the notion of ‘vulnerable clients’, but some do not agree.

A message to the know-it-alls

Succession's Paul Morrish on perspectives that define our flourishing.

Why wealthy clients aren’t prepared for the cost of later-life care.

Should advisers be trying to combat the lack of knowledge among some of their wealthier clients?

Succession Wealth raises £30,000 for cancer charity

Succession Wealth hosts its annual charity golf tournament and raises a fantastic sum for charity.

Questions to ask prospective employees in a job interview

Recruitment Manager at Succession, Charlotte Turner, recently contributed to a Money Marketing article on questions candidates need to find out what it is really like to work at the company in an interview.

How advisers can help convert professional connections into clients

Wealth Planner at Succession, Alex Cummings, recently contributed to a Money Marketing article on developing opportunities to help convert connections into clients.

Succession shares their strength and passion for the present and future of the M&A market

The present and future of the M&A market, a podcast.

Financial Adviser 2B: Questions to ask prospective employers in a job interview

Our Recruitment Manager, Charlotte Turner, contributes to the questions to ask prospective employers in a job interview.

Wealth Manager Q&A with Alice Shaw: Making a connection

Wealth Manager, Alice Shaw, comments on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry.

Making a connection

The changing nature of client engagement.

Impulse buying, inheritance and influence: understanding generational attitudes to wealth

Talking about money shouldn’t be a taboo.

School leavers needed to inject 'new blood' into paraplanning

Liam Chapman-Lyes appeals for more to be done to attract school leavers and inject some much-needed "new blood" into the paraplanning industry.

Can you build a social life out of a career in advice?

Alice Shaw contributed to Money Marketing's recent article.

A-level disappointment is no barrier to a career in advice

Dan Mellor recently contributed to Money Marketing's article.

The biggest myths around financial planning – and how to debunk them

Daniel Mellor recently contributed to Money Marketing’s article.

Dishing the dirt helps no one

Paul Morrish recently contributed to Money Marketing's article.

Planning opportunities created by fee hikes at private schools

Liam Chapman-Lyes recently contributed to Money Marketing's article.