Why clean, organised data is essential for effective due diligence

Dan Jones, Head of M&A at Succession Wealth, discusses the importance of due diligence in client bank assessments, as well as highlighting why advisers need to make sure their data is clean, up-to-date and ready to present.

In conversation with Succession Wealth CEO Roger Marsden

Succession Wealth CEO, Roger Marsden, sits down to talk about his journey from accounting to advice, the importance of culture and the future of Succession Wealth.

Feature interview with Succession Wealth CEO Roger Marsden

Succession Wealth CEO, Roger Marsden, discusses a new era of refreshed strategy, the focus on effective integration and the importance of cultural alignment in prospect acquisitions.

Succession Wealth shares strategy for growth without increasing adviser headcount

Succession Wealth director, Graham Nicoll, on how technology could play a role in doubling assets under management within a three to five year period.

Beyond funding: the key factors behind strong acquisitions

In this article for Money Marketing, our CEO reflects on the learnings behind lasting partnerships and why culture, people and client focus matter just as much as capital.

Succession Wealth finalises True Wealth Group integration and continues UK presence expansion

Formal onboarding of £1.1bn firm strengthens Succession Wealth’s regional advice capabilities

The future direction of financial advice

Succession's Graham Nicoll explores how cultural alignment, consolidation, AI and talent pipelines are reshaping the financial advice sector, from navigating acquisitions and client expectations to bridging the advice gap with tech.

Succession Wealth named winner at the 2025 Wealth & Asset Management Awards

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.

Advisers highlight rising international relocation among London's high-net-worth clients

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

The importance of ongoing tax planning as the new tax year approaches

Advisers urge clients to maximise their tax breaks.

Succession explores potential academy partnership with Aviva network

Succession Wealth director, Graham Nicoll, discusses the possibility of establishing an academy to support prospective advisers through their qualifications under the Aviva umbrella.

Advisers increase focus on annuities following strong performance in 2024

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

Agentic AI expected to play a key role in narrowing the advice gap

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

A new approach to understanding vulnerability in today's financial landscape

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