Chris Hogarth joins Succession Wealth as Strategy and Propositions director and SAS CEO

Succession Wealth appoint Chris Hogarth as new Strategy and Propositions director and CEO of SAS.

Part 9: The World Cup Investor - The tournament favourite trap

Luke Randle's closing piece in this nine-part series discusses how backing what’s most popular can be tempting, but why past success and market consensus aren’t always reliable indicators of future outcomes.

Part 8: The World Cup Investor - Transfer fee vs player value

Luke Randle explores the relationship between price and value and how the two may not always align, in both football and investing.

Part 7: The World Cup Investor - The manager's style of play

Luke Randle discusses the importance of finding your own strategy - both in football and investments.

The importance of human skills in successful financial advice

Wealth Planner Paul Langley discusses the importance of human skills in long-term financial advice and why people buy from people.

Part 6: The World Cup Investor - The tactical substitution

Luke Randle explores the impact of a successful substitution and the importance of deep analytical thinking in both football and investing.

Part 5: The World Cup Investor - Top of the table

Luke Randle discusses the importance of a wider context of results, in both football and investing.

Part 4: The World Cup Investor - The Pressing Trap

Luke Randle explores the risks involved in focusing too much on one direction and how taking an aggressive approach may leave vulnerabilities down the line.

Part 3: The World Cup Investor - Every position has a purpose

Luke Randle discusses the importance of balance across all positions and how this can relate to equities, bonds and alternatives.

Part 2: The World Cup Investor - When headlines kick-off

Luke Randle explores the reactionary nature of football fans and investors alike.

Part 1: The World Cup Investor - Built before kick-off

Luke Randle explores how building a cup-winning team can closely relate to long-term financial planning.

Succession Wealth renews long-term partnership with Iress

Succession Wealth and Iress have renewed their partnership with a four-year contract extension.

The financial pressures of reality television

Wealth Planner, Bhavisha Soni discusses the unknown financial pressures faced by reality tv stars.

Succession Wealth and CIExpert form a valuable partnership on protection research

Wealth Planners gain access to analysis tools and protection research through Succession Wealth and CIExpert partnership.

The 'great wealth transfer': planning for what's next - Charlotte Davey

Charlotte Davey, Strategy & Propositions Director at Succession Wealth, explores the largest wealth transfer in history and how wealth planning is adapting to the shift.

How shifting inheritance tax rules are reshaping pension strategy

Wealth Planner Andrew McColl, examines the increasing role pensions now play in inheritance planning, discussing how evolving thresholds and allowances are prompting families to rethink how they protect and pass on wealth. To read the article, flip to pages 44–45

Roger Marsden named among industry leaders by PAM Insight Ltd

Roger Marsden, CEO of Succession Wealth, is acknowledged for “making waves” in private client wealth management, reflecting not only his individual leadership but the collective effort of a business committed to long‑term client outcomes.

Why clean, organised data is essential for effective due diligence

Dan Jones, Head of M&A at Succession Wealth, explains why robust due diligence is critical during client bank assessments and outlines the importance of maintaining accurate, current, and well-prepared data.

In conversation with Succession Wealth CEO Roger Marsden

Roger Marsden, CEO of Succession Wealth, reflects on his career journey, the role of culture within the business and his outlook on the future of the firm.

Feature interview with Succession Wealth CEO Roger Marsden

Roger Marsden, CEO of Succession Wealth, outlines the firm's evolving strategic direction, with a focus on integration and the role of cultural alignment in future acquisitions.

Beyond funding: the key factors behind strong acquisitions

In this feature, Succession Wealth's CEO shares insights into building sustainable partnerships and explains why culture, people, and client focus are as important as financial investment.

Succession Wealth finalises True Wealth Group integration and continues UK presence expansion

Formal onboarding of £1.1bn firm enhances Succession Wealth’s regional advisory capabilities.