SUCCESSION GROUP LTD

What SUCCESSION GROUP LTD does

Succession Group Ltd is the UK parent holding company of a vertically integrated wealth management and financial planning business trading principally as Succession Wealth. The group provides independent, unrestricted financial advice to high-net-worth individuals and families, with c.19,000 advised clients holding approximately £10bn in assets under advice across a national network of 232 Financial Advisers operating from 18 UK offices. Service scope spans investment management, retirement planning, inheritance tax and estate planning, equity release, and corporate employee benefits, supplemented by specialist divisions for professional sports (Succession Sports & Entertainment), independent schools (Succession Independent Schools), and workplace benefits (Succession Employee Benefit Solutions).

The core technology stack is anchored on the Iress Xplan financial planning platform (extended via a four-year contract in May 2026), complemented by the proprietary Succession Investment Platform (SIP) and Succession Powered by Model Portfolio Solutions delivered through subsidiary Succession Advisory Services Ltd. Client engagement occurs via the My Succession Wealth portal, the Platform Services portal, and the Iress-powered Connect Login. A third-party AI meeting solution provides meeting recording, transcription, and automated documentation extraction, subject to adviser oversight. Group entities are FCA-authorised under FRNs 588378, 225831, and 767956, and the firm is an Associate Firm of the Personal Finance Society.

The commercial model is a recurring fee-based advice and platform business targeting the £250k+ mass-affluent and HNW segment, with tiered service levels by investable assets. Distribution combines a face-to-face adviser network with website-driven enquiry, professional referrals from accountants and solicitors, employer and agency partnerships for specialist divisions, and an Aviva parent-driven introducer channel following the 2022 acquisition. Growth is driven by a dual organic-and-acquisition engine, with more than 60 advisory firms acquired since 2014 and the £1.1bn-AUA True Wealth Group fully integrated in July 2025.

Name

SUCCESSION GROUP LTD

Legal name

Succession Group Ltd

Website

https://successiongroup.co.uk

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Estate & Legacy Planning Advisory (FSAEAAAG), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Independent financial advice
• Wealth management services
• Financial planning advice
• Estate planning advice
• Investment management services

Headquarters

HQ city

Plymouth

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Financial Planning and Advice Fees: Fees for independent financial advice services. The company states a straightforward and transparent approach to fees, with clear explanation at every stage of the relationship.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Succession Group operates a UK-wide independent and restricted financial advice and wealth management business through more than 230 Wealth Planners serving over 19,000 clients with c.£9.2bn in assets under advice. Core services include investment planning, retirement planning, estate and inheritance tax planning, equity release advice, and discretionary model portfolio management delivered through the Succession Investment Platform. Specialist divisions cater to professional sports people, the education sector, and corporate employee benefits, with all regulated advice delivered via FCA-authorised subsidiaries under the Succession Wealth brand.

Product overview

Succession Wealth Management operates as the primary wealth management and financial planning brand within the Succession Group, offering independent, unrestricted financial planning services through a national network of over 230 Wealth Planners serving approximately 19,000 clients with c.£9.2bn in assets under advice. The core offering is supported by the Succession Investment Platform (SIP) provided by subsidiary Succession Advisory Services, which enables clients to access investment management solutions including the 'Succession Powered by' model portfolio range. Clients access services through multiple digital platforms: the My Succession Wealth client portal, the Platform Services portal, and the Iress Xplan-powered Connect Login. The group has developed several specialist divisions addressing specific client segments: Succession Sports & Entertainment for professional athletes and entertainers, Succession Independent Schools for the education sector, and Succession Employee Benefit Solutions for corporate clients. Succession Financial Management, another subsidiary, provides restricted advice through Aviva-branded channels. The group also operates Succession Giving, a charitable programme supporting national and local causes. All advice is delivered under FCA authorisation through Succession Wealth Management Ltd, Succession Financial Management Ltd, and Succession Employee Benefit Solutions Ltd.

Differentiator

Problem solved

Functional benefit

Products and services

• Succession Wealth Management (Independent Financial Advice) Independent, unrestricted financial planning and wealth management advice delivered through a nationwide network of over 230 Wealth Planners advising more than 19,000 clients with c.£9.2bn in assets under advice. Services include investment advice, retirement planning, estate planning, inheritance tax planning, tax planning and cashflow modelling.
• Succession Investment Platform (SIP) Investment platform provided to Succession Wealth clients by subsidiary Succession Advisory Services Ltd, holding recommended client assets subject to suitable best-interest assessments.
• Model Portfolio Service (MPS) Discretionary model portfolio solutions offered to Succession Wealth clients, providing professional portfolio management across a range of investment strategies tailored to client financial plans.
• Succession Sports & Entertainment Dedicated financial planning service for professional athletes, sports people and entertainment industry clients, addressing career-stage planning, transition to post-sport careers, and income volatility.
• Succession Independent Schools Specialist financial planning offering for the independent schools and education sectors, supporting both the schools as employers and their staff with long-term financial planning.
• Succession Employee Benefit Solutions Corporate employee benefits solution helping UK organisations deliver wealth management and financial planning benefits to staff in order to improve retention, job satisfaction and talent attraction.
• Succession Financial Management (Aviva Financial Advice & Equity Release) Restricted financial advice service trading as Aviva Financial Advice and Aviva Equity Release Advice, offering equity release and other solutions sourced from the Aviva product range.
• My Succession Wealth Client Portal Secure online portal providing Succession Wealth clients with access to their financial information, documents and planning tools.

Quantifiable outcome

• 4.8/5 average client rating on VouchedFor
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability4 records

Feature4 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• IresscoreTechnology or Integration · 31 May 2026Four-year contract extension for technology partnership. Iress provides the Xplan financial planning platform used by Succession Wealth advisers for client management and financial planning.
• True Wealth GroupcoreStrategic or Co-development Partner · 1 July 2025£1.1bn AUA advice firm acquired in late 2024, with full integration completed July 2025. Strengthens Succession's regional advisory capabilities.
• Young Lives vs CancerminorOthers · 1 January 2024National charity partnership supported through Succession Giving programme. £41,000 raised for the charity in 2024, continuing into 2025.
• VouchedForcoreGTM or Marketing PartnerClient review platform partnership for gathering reviews and feedback directly from clients. Over 1,800 reviews received with 4.8/5 average rating.
• TrustpilotcoreGTM or Marketing PartnerClient review platform partnership for gathering reviews and feedback. Trustpilot rating of 4.7/5 at end of 2024.
• Personal Finance Society (PFS)coreStrategic or Co-development PartnerAssociate Firm status with PFS, part of the Chartered Insurance Institute group. Demonstrates commitment to professional principles, code of ethics, and industry professionalism.
• Sports AgenciesminorChannel Partner/ Reseller/ DistributorEstablished professional relationships with chosen sports agencies who refer their clients to Succession Sports for specialist financial advice.

Scale indicators10 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Coutts & Co. UK private bank within NatWest Group serving UHNW clients with integrated wealth planning, investment, and estate services. Comparable HNW/UHNW client focus and breadth of service, at higher end of wealth spectrum.
• Interactive Investor: UK subscription-based investment platform targeting self-directed and advised clients. Represents the digital/lower-cost competitive pressure on traditional adviser networks.
• Hargreaves Lansdown plc: UK's largest direct-to-consumer investment platform with limited advised proposition. Adjacent competitor for HNW/mass-affluent assets; demonstrates the digital alternative to Succession's adviser-led model.

Direct peers

• Sanlam UK: UK wealth management arm of Sanlam, operating a network of advisers delivering financial planning and investment services to HNW clients. Similar consolidator strategy acquiring UK adviser firms.
• St. James's Place plc: UK-listed wealth manager with a large national adviser network providing face-to-face financial planning to HNW/mass-affluent clients. Closest direct analogue to Succession's adviser-led, relationship-based model at significantly larger scale.
• Rathbones Group plc: UK wealth manager offering investment management and financial planning to private clients, charities, and trustees via a national adviser network. Overlapping HNW client base and discretionary portfolio approach.
• Schroders Personal Wealth: UK joint venture between Schroders and Lloyds Banking Group providing face-to-face financial planning to mass-affluent and HNW clients. Directly comparable advice-led model backed by a major asset manager.
• Evelyn Partners: UK wealth management and professional services firm formed from the merger of Tilney and Smith & Williamson. Comparable in offering integrated financial planning, investment management, and tax/estate services to HNW individuals.
• Quilter plc: UK wealth manager with an advised and platform business serving mass-affluent and HNW clients through financial advisers. Strongly comparable in product mix (investment, pension, retirement) and adviser-supported distribution.
• WLTH (formerly Lucas Fettes & Partners): UK consolidator of independent financial advisers providing wealth planning, investment, and estate services to HNW clients. Directly comparable acquirer/multi-adviser model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/succession-group-ltd

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SUCCESSION GROUP LTD