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  • Financial Advice
Succession Wealth is a large national financial advice firm, with local offices across the UK. Our Wealth Planners deliver high quality independent advice to thousands of clients.
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Succession Wealth

Succession Wealth is a UK-based independent wealth management firm founded in 2009. With a team of over 190 Wealth Planners, they provide personalized financial advice to more than 19,000 clients nationwide, managing approximately £10 billion in assets. Their services encompass investment management, retirement planning, and wealth protection, tailored to individual client needs. Succession Wealth emphasizes long-term relationships, aiming to help clients achieve financial well-being and confidence. In 2022, the firm was acquired by Aviva plc, enhancing its capabilities and reach.

Succession Wealth

  • successionwealth.co.uk
  • The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL
  • 0800 051 4659
  • Who to contact
    hello@successionwealth.co.uk

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Why Norwich?

Norwich is a £10 billion economy with 24,000 businesses and nearly 160,000 jobs of which 11,610 are in financial and related professional services. It benefits from proximity to hubs of financial and business activity in London, Cambridge and Ipswich.

Over 200 years in the making, Norwich is recognised as a centre of excellence in insurance, financial and professional services. Norwich is one of the largest general insurance markets in Europe with the 2nd highest concentration of insurance jobs in the UK (ONS, 2016). In addition to attractive career opportunities, it offers outstanding quality of life, and the benefits of living in a vibrant, affordable, culturally advanced and accessible city.

Norwich is the home of important businesses and brands in financial services and insurance that are taking advantage of the unique ‘value’ on offer.

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