Mergers & Acquisitions

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.

Acquired by Aviva in 2022, we remain a separate regulated entity. Succession Wealth is known in the market for the excellence of its proposition and exemplary independent financial planning. Aviva is known for its trusted brand, strong reputation and financial strength. A winning partnership which strengthens both businesses, our client offering and our ability to continue to acquire like-minded businesses.

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.

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Selling your business

If you are thinking of selling your business, we can support you by providing a capital payment to you as part of an agreed transition plan. You can rest assured your clients will be in safe hands with us as we work together on the plan and beyond.

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Our story

Since being founded in 2012, Succession Wealth has grown into a nationwide business that advises over 19,000 clients and has c£10billion of assets under advice.

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Meet the team

Steve Willis

Chief Financial Officer

Based in Plymouth