SUCCESSION

Founded in 2009, Succession is one of the UK’s largest privately owned wealth management businesses. Succession provides wealth management and financial planning services to individual and corporate clients across the UK through its network of acquired and member firms. It also operates its own open architecture platform, allowing a fully integrated wealth management process. The Inflexion investment will support management’s plan to pursue a consolidation strategy through a buy-and-build programme among its member firms. At the time of investment Succession employed over 110 people across the UK.

#SimilarOrganizations #Website #More

SUCCESSION

Social Links:

Industry:

Advice Consulting Financial Services FinTech

Founded:

2009-01-01

Address:

Plymouth, Plymouth, United Kingdom

Country:

United Kingdom

Website Url:

http://www.successionadvisoryservices.com

Total Employee:

501+

Status:

Active

Technology used in webpage:

Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon WordPress Google Universal Analytics