About Succession Wealth
Succession Wealth is a company based in Plymouth (United Kingdom) founded in 2014, and was acquired by Aviva in March 2022. Wealth protection and investment management services are provided. Succession Wealth has raised $36.21 million across 1 funding round from investors including HSBC and Aviva. Succession Wealth has completed 13 acquisitions, including DFP Health & Wealth Management, Equity Invest and Firth & Scott Insurance Brokers. Its website successionwealth.co.uk draws about 14 thousand monthly visits. Its legal entity is Succession Wealth Management Limited.
Company details
Succession Wealth was founded in 2014 in Plymouth, United Kingdom. Operations are centered in the financial services sector, where wealth protection and investment management are handled for clients. Services include strategies for asset preservation and portfolio growth, with a focus on tailored financial planning. The company maintains its presence through the domain successionwealth.co.uk, serving individuals and entities in the UK region.
- Headquarters Plymouth, United Kingdom
- Stage Acquired
- Website category Finance · Accounting and Auditing
- Email••••••••
- Phone•••• ••••
- Website successionwealth.co.uk
- Social LinkedIn Instagram
- Acquired by Aviva (Mar 2022)
- Legal Name Succession Wealth Management Limited
- Total Equity Funding$36.21M (USD)
in 1 rounds
- Latest Funding Round$36.21M (USD), Series B
Jun 2016
- InvestorsHSBC
& 1 more
- Investments & AcquisitionsDFP Health & Wealth Management
& 12 more
- Acquired byAviva
(Mar 2022)
Funding Insights of Succession Wealth
Succession Wealth has successfully raised a total of $36.21M through 1 strategic funding round. The most recent funding activity was a Series B round of $36.21 million completed in June 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $36.21M
- Total Rounds 1
- Last Round Series B — $36.21M
- First Round $36.21M
(Jun 2016)
- Investors Count 1
All 1 funding rounds of Succession Wealth with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2016 | $36.21M | Series B | – | – |
2 investors in total: 2 institutional.
Investors in Succession Wealth
Succession Wealth has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include HSBC and Aviva.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Universal banking and financial advisory services are provided globally. | 1865 | hsbc.com | London, United Kingdom | |
Insurance and asset management services are offered in multiple regions. | 1696 | aviva.com | London, United Kingdom |
Investor details for Succession Wealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Succession Wealth
26 people are tracked at Succession Wealth (8 in leadership, 18 in team).
| Name | Role | Group |
|---|---|---|
Dawn Buckingham | Chief Operating Officer | Leadership |
Wendy Brett-Reynolds | Director | Leadership |
Gerry O'Brien | Group Recruitment Director | Leadership |
Chris Truman | Chief Technology Officer | Leadership |
Roger Marsden | CEO | Leadership |
Graham Nicoll | Director Of Wealth | Leadership |
Jamie Kaye | Head Of Program Management | Leadership |
Karen Dickinson | IT Business Partner | Leadership |
William McBride | Wealth Planner, Pension Transfer Specialist | Team |
Nicola Cooper | Legal Counsel | Team |
Michael Fowler Apfs | Wealth Planner - Chartered Financial Planner | Team |
Mitchell Toulson | Client Delivery Lead | Team |
Theo Watkins | Corporate Legal Counsel | Team |
Shaun Meades | Cyber Protection Specialist | Team |
Eleanor McLaughlan | Quality Manager | Team |
Nadine Reynolds | Paraplanner | Team |
Adrian Webb | General Counsel And Company Secretary | Team |
Stephen Court | Senior Paraplanner | Team |
Sunny Sharma Dippfs | Financial Planner | Team |
Keith Drysdale Dip Pfs | Wealth Planner | Team |
6 more people are available in the full profile.
Complete people profiles for Succession Wealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Succession Wealth
Succession Wealth has strategically engaged in corporate development activities, having acquired 13 companies. Notable acquisitions include DFP Health & Wealth Management, Equity Invest and Firth & Scott Insurance Brokers.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial planning and wealth management services are provided to clients. | truewg.com | Leeds, United Kingdom | 2019 | Nov 2024 | $1.39B | |
Diversified investment and wealth management services are provided. | londonwallpartners.com | London, United Kingdom | 2012 | Jun 2024 | •••• | |
Asset management services are provided for health and wealth clients. | dfphealthandwealth.co.uk | Plymouth, United Kingdom | 2005 | Jan 2024 | •••• | |
Online financial and investment advisory services are offered. | gewealth.co.uk | York, United Kingdom | 2004 | Oct 2022 | •••• | |
Financial planning services are delivered through a specialized platform. | pannellsfp.co.uk | Birmingham, United Kingdom | 1989 | Jan 2022 | •••• | |
Wealth management services are provided in the United Kingdom. | investorsplanning.co.uk | Rickmansworth, United Kingdom | 1980 | Oct 2019 | •••• | |
Wealth management and investment advisory services are provided to clients. | equityinvest.co.uk | Exeter, United Kingdom | 2001 | Apr 2017 | •••• | |
Provider of wealth management services | pjfs.co.uk | Southampton, United Kingdom | 1986 | Apr 2017 | •••• | |
Diversified investment management services are provided to clients. | lewischambers.co.uk | Maidenhead, United Kingdom | 2000 | Aug 2016 | •••• | |
Provider of finance & accounting services | mazewealth.com | Beckenham, United Kingdom | 2010 | Jun 2016 | $1.71M |
Complete acquisition details for Succession Wealth
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Succession Wealth
13 dated milestones of Succession Wealth across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Succession Wealth is founded.
- Funding First funding round of $36.2M.
- Acquisition Acquires Maze Wealth.
- Acquisition Acquires Lewis Chambers.
- Acquisition Acquires Equity Invest.
- Acquisition Acquires Paul Jones Financial Services.
- Acquisition Acquires Investors Planning Associates.
- Acquisition Acquires Pannells Financial Planning.
- Exit Acquired by Aviva.
- Acquisition Acquires G+E Wealth Management.
- Acquisition Acquires DFP Health & Wealth Management.
- Acquisition Acquires London Wall Partners.
- Acquisition Acquires True Wealth Group.
Web traffic of Succession Wealth
The website of Succession Wealth (successionwealth.co.uk) receives about 13.8K visits a month and ranks #1,721,709 among all websites worldwide, #4,129 in Accounting and Auditing.
- Monthly visits13.8K
▼ 10.4% vs previous month
- Unique visitors5.4K
per month
- Global rank#1,721,709
among all websites
- Category rank#4,129
Finance · Accounting and Auditing
- Bounce rate65%
- Pages per visit1.6
- Average visit56 sec
- DevicesDesktop 32% · Mobile 68%
Websites whose visitors overlap most with Succession Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
platformservices.co.uk | platformservices.co.uk | 100% | – | ||
fscs.org.uk | fscs.org.uk | 54% | #365,625 | – | |
| rothschildandco.com | 54% | 292.4K | #165,432 | View details | |
comparewealthmanagers.com | comparewealthmanagers.com | 51% | #1,956,848 | – | |
| pgim.com | 49% | #214,783 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Succession Wealth
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 10 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Succession Wealth
Succession Wealth was founded in 2014 and raised its 1st funding round 2 years after it was founded.
Succession Wealth is headquartered in Plymouth, United Kingdom.
Succession Wealth is a funded company, having raised a total of $36.21M across 1 funding round to date. The company's 1st funding round was a Series B of $36.21M, raised on Jun 2016.
Succession Wealth was founded in 2014 in Plymouth, United Kingdom. Operations are centered in the financial services sector, where wealth protection and investment management are handled for clients. Services include strategies for asset preservation and portfolio growth, with a focus on tailored financial planning. The company maintains its presence through the domain successionwealth.co.uk, serving individuals and entities in the UK region.
Succession Wealth has made 13 acquisitions, including DFP Health & Wealth Management, Equity Invest, and Firth & Scott Insurance Brokers.
Succession Wealth operates through Succession Wealth Management Limited.
Yes. Succession Wealth was acquired by Aviva in March 2022.