Wealth & Asset Management Awards 2025 WINNER: Succession Wealth

We are delighted to share the news that Succession Wealth has won "Wealth Management Company of the Year (under £25bn AUM)" at the recent Money Age awards.

London's millionaire exodus: Advisers will 'undeniably' see wealthy clients move abroad

Labour's budget ‘main reason' for latest UK exits.

A new tax year for advice: 'Tax planning is not done'

Advisers urge clients to maximise their tax breaks.

IFAs turning to annuities after bumper year in 2024 as yields hit near 20-year high

Annuities have hit record highs as sales reached £7bn in 2024, latest data from Hargreaves Lansdown has shown.

Agentic AI will be ‘catalyst’ for bridging advice gap

Chris Truman, Chief Technology Officer at Succession, comments on the discussion.

Is it time to reframe vulnerability?

There are moves to put a more positive spin on the notion of ‘vulnerable clients’, but some do not agree.

A message to the know-it-alls

Succession's Paul Morrish on perspectives that define our flourishing.

Why wealthy clients aren’t prepared for the cost of later-life care.

Should advisers be trying to combat the lack of knowledge among some of their wealthier clients?

Succession Wealth raises £30,000 for cancer charity

Succession Wealth hosts its annual charity golf tournament and raises a fantastic sum for charity.

Questions to ask prospective employees in a job interview

Recruitment Manager at Succession, Charlotte Turner, recently contributed to a Money Marketing article on questions candidates need to find out what it is really like to work at the company in an interview.

How advisers can help convert professional connections into clients

Wealth Planner at Succession, Alex Cummings, recently contributed to a Money Marketing article on developing opportunities to help convert connections into clients.

Succession shares their strength and passion for the present and future of the M&A market

The present and future of the M&A market, a podcast.

Financial Adviser 2B: Questions to ask prospective employers in a job interview

Our Recruitment Manager, Charlotte Turner, contributes to the questions to ask prospective employers in a job interview.

Wealth Manager Q&A with Alice Shaw: Making a connection

Wealth Manager, Alice Shaw, comments on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry.

Making a connection

The changing nature of client engagement.

Impulse buying, inheritance and influence: understanding generational attitudes to wealth

Talking about money shouldn’t be a taboo.

School leavers needed to inject 'new blood' into paraplanning

Liam Chapman-Lyes appeals for more to be done to attract school leavers and inject some much-needed "new blood" into the paraplanning industry.

In Focus: Helping disabled people to build a career in advice

Matthew Gent, our Head of HR, recently contributed to Money Marketing's article.

Bank of Mum and Dad as angel investors: Navigating family funding start-ups

Kenny McKay recently contributed to Thewealthnet’s article.

Has the landscape for sellers of advice firms changed?

Paul Morrish recently contributed to FT advisers podcast.

Why do advisers turn clients away?

Hayley Burns recently contributed to Money Marketing's article.

Succession Wealth appoints head of M&A

Succession Wealth has appointed Daniel Jones as head of mergers and acquisitions.

Can you build a social life out of a career in advice?

Alice Shaw contributed to Money Marketing's recent article.

A-level disappointment is no barrier to a career in advice

Dan Mellor recently contributed to Money Marketing's article.

The biggest myths around financial planning – and how to debunk them

Daniel Mellor recently contributed to Money Marketing’s article.

Dishing the dirt helps no one

Paul Morrish recently contributed to Money Marketing's article.

Planning opportunities created by fee hikes at private schools

Liam Chapman-Lyes recently contributed to Money Marketing's article.

Here to help: Common client mistakes advisers can solve

One of our Wealth Planners, Alice Shaw, contributed to Professional Adviser's recent article.

The journey to selling, purchasing or retiring from an IFA business

Paul Morrish, Group Corporate Director at Succession Wealth recently participated in an IFA Magazine's webinar focussing on 'The Journey to selling, purchasing, or retiring from an IFA business'.

Financial Adviser 2B: Top tips for stand-out CVs

Matthew Gent, our Head of HR, recently contributed to Money Marketing's article.

Have interest rates impacted M&A deals in the advice market?

Paul Morrish, Group Corporate Director at Succession Wealth joins the conversation about changing times and the factors that affect M&A deals in the advice market.

Milking the cow: A crucial lesson on short cuts and quick bucks

Paul Morrish, Group Corporate Director at Succession Wealth recently contributed to Money Marketing's article, 'Milking the cow: A crucial lesson on short cuts and quick bucks'.

Financial Adviser 2B: Working around a lack of experience

Helen Blackmore contributed to Money Marketing’s article.

People before product: How to close the high-net-worth advice gap

Andrew Barker contributed to Money Marketing’s article.

Who makes the most difference to lives? The answer might not be what you think…

Paul Morrish contributed to Money Marketing's article.

Supporting clients through cognitive decline

Daniel Mellor contributed to Money Marketing’s article.

The Aviva deal has seen more IFAs approach us.

Paul Morrish speaks to FT Adviser.

Here to help: Common client mistakes advisers can solve

Alice Shaw contributed to Professional Adviser's article.

What will the role of the financial adviser be?

Alice Shaw contributed to FTAdviser's Guide to pension tax and the budget.

I want to send my child to private school - can I afford it?

Alice Shaw contributed to The Independent’s article.

The business of memories

Paul Morrish contributed to Money Marketing's article.

What pension changes have been made and who will they affect?

Alice Shaw contributed to FT Adviser's article.

A day in the life of an adviser

Alice Shaw contributed to Professional Adviser's article.

Scrapping the lifetime allowance helps simplify pensions

Alice Shaw speaks to FT Adviser following Wednesday's Spring Budget.

UK's Finance Minister Cheers Affluent Savers In Budget

Andrew Barker speaks to WealthBriefing following the 2023 Spring Budget.

How are advice firms reinvesting in their businesses?

Andrew Barker contributed to Money Marketing's article.

Here to help: Common client mistakes advisers can solve

Alice Shaw recently contributed to Professional Adviser's article

Milking the cow: A crucial lesson on short cuts and quick bucks

Paul Morrish recently contributed to Money Marketing's article.

Has the pandemic changed the interview process for good?

Helen Blackmore contributed to Money Marketing's article.

The seven ages of advisers – Part two: 40s to 50s

Jin Hira shares his views in Money Marketing’s article.

FA2B: Financial planning in four seasons

Paul Langley contributed to Money Marketing's article.

Merger & Acquisitions (M&A): The journey to selling, purchasing, or retiring from an IFA business

Paul Morrish took part in IFA Magazine's webinar

Why you don't need to be rich to make your child a multi-millionaire

Alice Shaw contributed to The Telegraph's article.

Do clients need a firm retirement date?

Alice Shaw contributed to Money Marketing’s recent article.

The journey to selling, purchasing or retiring from an IFA business

Paul Morrish recently contributed to IFA's article.

Financial Adviser 2B: Top tips for stand-out CVs

Matt Gent recently contributed to Money Marketing's article.

Have interest rates impacted M&A deals in the advice market?

Paul Morrish recently contributed to International Advisers article.