Roger became CEO of Succession Wealth in February 2024. He has 30 years of experience in Financial Services having previously worked for Aviva, Barclays Capital, and Deloitte.

Roger is a Chartered Accountant and has successfully led both wealth and retirement businesses and has significant board experience.

How to contact

emily.butlin@successionholdings.co.uk

Susan is Chief Risk Officer at Succession Wealth, with over 25 years’ experience in senior leadership, governance, risk and regulatory roles across the financial services industry.

She has held senior positions at leading firms including Tilney Group (now Evelyn), Ardevora Asset Management, Equitable Life, and RSA, undertaking FSA, FCA and PRA regulated functions, and has led organisations through major regulatory change including MiFID II and Solvency II. Susan has also provided specialist regulatory consultancy at KPMG, Bovill and through her own practice. Her work spans asset management, insurance, life & pensions and retail financial services, with deep expertise in risk transformation, regulatory compliance, and board-level governance.

Earlier in her career, Susan worked as a central bank economist, then as a banking regulator, on a wide range of complex supervisory and policy matters.

At Succession Wealth, she is a board director providing strategic leadership on all aspects of governance, risk management and regulatory compliance, including ensuring good consumer outcomes. She is passionate about helping firms find commercially sound solutions that meet the evolving expectations of regulators and clients, and is a strong advocate for responsible investing and improved financial governance across the sector.

Susan has a strong commitment to mentoring the next generation of women in financial services.

How to contact

heather.parton@successionwealth.co.uk

Steve is a Chartered Accountant with more than two decades of experience gained in accountancy firms, financial services and high-growth commercial environments. Since joining Succession Wealth in 2019, he has played a central role in strengthening the Group’s financial foundations, modernising its data and reporting capabilities, and supporting major strategic and operational programmes across the business.

As Chief Financial & Commercial Officer, Steve leads the Group’s Finance and Commercial functions. His remit spans financial strategy, commercial performance across the Group’s divisions, and enabling planners to support new and existing clients. He works closely with colleagues across the Group to shape Succession’s long-term commercial direction, and ensure the business delivers a consistent, high-quality experience for clients and planners.

Steve brings significant technical expertise combined with a highly collaborative approach. His background in financial auditing, corporate finance (M&A) and banking gives him a strong understanding of both financial discipline and the practical drivers of commercial growth. He is known for his open, partnership-led style and his commitment to building sustainable improvements across the organisation.

Alongside his role at Succession, Steve is an active supporter of charitable and community initiatives and takes an interest in causes championed across the Group. He enjoys a busy life with his family in Devon.

How to contact

lauren.boyle@successionwealth.co.uk

Adrian joined Succession Group in September 2019 as General Counsel and Company Secretary. He is responsible for providing comprehensive in-house legal support to the business and he is also the Group’s data protection officer.

Adrian is a highly experienced corporate and financial services lawyer, with previous appointments as Head of Legal for Police Mutual and Head of Legal for Sun Life Financial of Canada. As GC, Adrian strongly believes that legal advice to the business must be commercial, clear, and focussed on providing solutions to ensure the business achieves its objectives.

How to contact

heather.parton@successionwealth.co.uk

Dawn joined Succession in October 2023. She has over 20 years’ experience working across Finance, Risk & Operations within the Financial Services industry. 

Dawn joined Succession from Investec Bank, where she was the Head of Operations, having previously been the Divisional Chief Operating Officer for the Private Bank.  Prior to Investec, Dawn has held a number Programme Director roles at NatWest / RBS running large change programmes.

Before jumping headfirst into running change initiatives, Dawn worked within the Finance department for an Investment Bank.  Dawn is a qualified Chartered Accountant, having qualified as one of the first cohort to do so outside of the traditional audit route.

How to contact

louise.mountford@successionwealth.co.uk

Chris joined Succession in December 2023 as Chief Technology Officer. He has over 30 years’ experience in I.T. and I.T. leadership, working in diverse industries from manufacturing to finance.

Prior to joining Succession, Chris worked for Aviva for over 5 years in several roles, his last being Director of Cyber Protection Services.

Chris is a member of the British Computer Society as a Chartered I.T. Professional.

How to contact

heather.parton@successionwealth.co.uk

Charlotte joined Succession in January 2025, bringing with her 11 years of experience in Financial and Professional Services, alongside seven years as a British Army Intelligence Officer.

Her passion for delivering exceptional outcomes for both clients and colleagues is evident in her impressive track record.

At Succession, Charlotte is dedicated to helping people achieve their ambitions and goals, a commitment that aligns perfectly with the core values of our organisation.

How to contact

siobhan.ferrier@successionwealth.co.uk