Our Story

Selling or merging your business is one of the biggest decisions you are ever going to take, with implications for you, your family, your team and your clients. It's vital to choose the right partner. With Succession, you, your team and your clients are in safe hands.

About Succession

  • Backed by Aviva: Our strong financial position, extensive resources and significant experience will give you peace of mind if you decide to sell or merge your business with us.

  • Independent advice: Your clients will continue to benefit from independent advice, meaning that there is no ‘forced migration’ into solutions that are not for your clients’ benefit

  • A secure and growing business: We are not dependent on the models or payment parameters and risks imposed by private equity ownership, and do not incentivise or reward any client migration into specific investment solutions or platforms. This means that your growth is our growth, and is at the heart of why Succession grows year on year through its acquired businesses.

  • Expertise: We have successfully completed more than 60 acquisitions to date

  • Well-resourced: Our scale means we can complete transactions swiftly and integrate your business into ours efficiently and without causing client or staff detriment

About your clients

We are committed to forming long-lasting relationships with your clients and delivering great outcomes for them.

  • Client satisfaction: We are proud that we have an average rating of 4.8/5 from more than 1,400 highly satisfied client reviews on VouchedFor

  • Client growth: New clients continue to appreciate our independent proposition and trust us to deliver for them

  • Ongoing engagement: Ongoing client engagement and high-quality advice are our key focus. Without satisfied clients, we do not have a business

About you

We are committed to delivering effectively and efficiently, so you can move on to the next stage of your life or career.

  • Efficiency: Our significant resources mean transactions can be completed swiftly and efficiently, allowing you to move on to the next phase of your life and career

  • Support: Where you and your team continue to advise clients you will benefit from personal and professional development

  • A local presence: We provide the best of all worlds: a well-funded and resourced national business delivering on a local level for clients and our team

About your team

All successful businesses have great teams. We are no different. Our success is only possible because of the quality and commitment of our team.

  • Your team: We are committed to keeping, at a minimum, your client-facing financial planners and staff

  • New opportunities: As part of a national firm, your team will benefit from greater opportunities and career progression

  • Career development: We encourage all members of our team to improve their knowledge and qualifications, supporting them whenever we can