Mergers & Acquisitions
We are a national firm of more than 175 Independent Financial Planners. Since 2014, we’ve grown both organically and through the acquisition of more than 55 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.
We are well-funded, with financial backing from Inflexion Private Equity and Ares Management Corporation. This support combined with our experience means we are able to complete acquisitions swiftly and efficiently, giving peace of mind to you, your team and your clients.
Generating a capital event and continuing to work
Partnering with us gives you the opportunity to receive generous capital payments plus support for you and your team to develop your business and give your clients high-quality ongoing independent financial advice that they can trust.
Selling your business and retiring
If the time has come for you to begin a planned retirement, we can support you with the next stage of your life by providing a capital payment to you as part of an agreed transition plan. Whether you are retiring from your business for it to continue as part of Succession, or you are retiring and selling your client bank, you can rest assured your clients will be in safe hands with us.
Since being founded in 2012, Succession Wealth has grown into a nationwide business that advises over 17,000 clients and has c£8billion of assets under advice.