[Birmingham], [1 July 2025] Succession Wealth has completed the full integration of True Wealth Group, a £1.1 billion AUA advice firm acquired in late 2024. This marks a key milestone in Succession’s national growth strategy.

The onboarding follows Succession Wealth’s repeatable integration model, designed to preserve client continuity, respect adviser-client relationships, and embed a strong cultural fit. With this latest integration, Succession Wealth has broadened its reach across the UK, accelerating its ambition to become the trusted home of financial advice.

Roger Marsden, CEO of Succession Wealth, commented: “We’ve moved from transition to traction, integrating great firms, investing in our people, and refining how we grow. The integration of True Wealth is a great example of how we build with purpose, not just scale. Our aim is simple: to be the trusted home of financial advice – a principle that guides everything we do.”

The integration expands Succession’s national footprint and reinforces its commitment to investing in regional advice capabilities as part of a broader growth strategy.

For further information:
Claire Barker, Head of External Communications
07570 395315
claire.barker@successionwealth.co.uk

About Succession Wealth

Established in 2009, Succession Wealth is a wealth management and financial planning business. We are committed to exceptional client service, continued growth and investment in long-term sustainability. We are a strong, successful firm and strive to be the trusted home of financial advice. Our ethos is to help every one of our clients reach their fullest financial potential. We deliver a personal and localised service nationally, serving our clients from 19 offices across the UK. With a 1,000-strong team including 230 wealth planners, we look after the finances of more than 19,000 individuals, families and corporations. Collectively, our clients entrust us with over £10bn of assets under advice.