Succession Wealth | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Succession Wealth

Team Bitscale

11 Mar 2026 — 1 min read

Succession Wealth

Overview

An independent financial advisory firm operating in the UK since 2009, the organization serves over 18,000 clients and manages assets exceeding £10 billion. Backed by Aviva, it maintains strong financial stability and independence in its advisory offerings.

The firm provides comprehensive financial planning and advisory services tailored to individual client needs, including pension advice, wills and probate planning, business protection, legacy planning, and investment solutions. A personalized approach, access to diverse investment options, and a focus on long-term client relationships contribute to high satisfaction ratings and ongoing engagement.

Basic Information

Industry	financial services
Founded	2009
Revenue	£74.9M
Headquarters	60 Church Street, Birmingham, B3 2DJ, United Kingdom
Parent Organization	Aviva

Contact Details

Phone: +44 121 212 9212
Website: successionwealth.co.uk
LinkedIn: linkedin.com/company/succession-wealth
Twitter: twitter.com/successiongrp
Facebook: facebook.com/people/Succession-Wealth/61551503471069/

Key Focus Areas & Initiatives

Retirement planning
Investment management
Wealth protection
Corporate services
Financial advice for business owners
Financial planning solutions
Wills and probate planning
Business protection
Legacy planning
Personalized investment portfolios
Comprehensive financial planning
Bespoke investment solutions
Wealth management services
Estate and legacy planning
Long-term client relationships
Client-centric wealth management
Corporate advisory services
Holistic wealth planning
Professional financial advisors
Transparency in fees
Ethical investing
Philanthropy advice
Multi-generational planning
Asset protection
Risk management

Technologies Used

.NET
Akamai
Angular
Bootstrap Framework
C#
CADWorx Plant
CSC Corporate Domains
Connect
DoubleClick
DoubleClick Conversion
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
Freshdesk
Gem
Google AdWords Conversion
Google Dynamic Remarketing
Google Font API
Google Maps
Google Maps (Non Paid Users)
Google Tag Manager
Linkedin Marketing Solutions
MailChimp SPF
Mailchimp Mandrill
Microsoft Azure Monitor
Microsoft Excel
Microsoft Office 365
Microsoft Teams Rooms
Mobile Friendly
MouseFlow
Ning
Office365
Outlook
Python
Rackspace MailGun
React Redux
Shutterstock
Trustpilot
WebOffice
YouTube

Affiliated Organizations & Regional Branches

JCF Financial Services Ltd
London Wall Partners
THE OXFORD ADVISORY PARTNERSHIP
BANKHOUSE FINANCIAL MANAGEMENT LIMITED
Investors Planning Associates
Wall Partners

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