About True Wealth Group
True Wealth Group is a Financial Services company based in Leeds (United Kingdom) founded in 2019, and was acquired by Succession Wealth in November 2024. Financial planning and wealth management services are provided to clients. True Wealth Group offers products and services including Financial Planning, Wealth Management, and Consultancy Services. Its focus areas include Asset Management and Diversified. Its legal entity is True Wealth Planning Solutions Limited. Its competitors include Investec, HSBC and Hayfin; 1 of its 3 listed competitors has raised funding.
Company details
True Wealth Group was founded in 2019 in Leeds, United Kingdom. Financial planning and wealth management services are delivered to individuals and families within the financial services sector. Customized financial plans and investment strategies are utilized to address client objectives. Operations include a selection of planning and management services aimed at supporting financial stability over time.
- Headquarters Leeds, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website truewg.com
- Acquired by Succession Wealth (Nov 2024)
- Legal Name True Wealth Planning Solutions Limited
- Investors
- Acquired bySuccession Wealth
(Nov 2024)
Products & Services of True Wealth Group
True Wealth Group offers a comprehensive portfolio of products and services, including Financial Planning, Wealth Management, and Consultancy Services.
Helps clients plan finances for long-term goals and security.
Manages client assets to achieve personalized wealth objectives.
Offers expert guidance on financial strategies and decisions.
Investors in True Wealth Group
True Wealth Group has secured backing from 1 investor. Prominent investors backing the company include Succession Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth protection and investment management services are provided. | 2014 | successionwealth.co.uk | Plymouth, United Kingdom |
Investor details for True Wealth Group
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 True Wealth Group
7 people are tracked at True Wealth Group (3 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Clodagh Green | Head Of Client Services | Leadership |
John Baxter | Chief Executive | Leadership |
Tim Crew | Co-founder And Chief Operating Officer | Leadership |
Gavin Johnson | Chartered Financial Planner | Team |
Omar M. | Financial Planning Support Manager | Team |
Andy Brumby | Financial Planner | Team |
Julie Kellett Dipfa | Compliance Manager | Team |
Complete people profiles for True Wealth Group
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.
Timeline of True Wealth Group
2 dated milestones of True Wealth Group across 5 years, from founding to its latest funding, stage changes and deals.
- Founded True Wealth Group is founded.
- Exit Acquired by Succession Wealth.
Competitors of True Wealth Group
True Wealth Group has 3 listed competitors in our database, 1 of them funded. They include Investec, HSBC and Hayfin.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| hsbc.com | 1865 | London, United Kingdom | 220,861 | Universal banking and financial advisory services are provided globally. | ||
| hayfin.com | 2013 | London, United Kingdom | $6.2B | 62 | Private debt investments are directed across multiple sectors. |
Detailed competitors of True Wealth Group
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as True Wealth Group (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Frequently Asked Questions about True Wealth Group
True Wealth Group was founded in 2019.
True Wealth Group is headquartered in Leeds, United Kingdom. It is registered at Leeds, England, United Kingdom.
True Wealth Group was founded in 2019 in Leeds, United Kingdom. Financial planning and wealth management services are delivered to individuals and families within the financial services sector. Customized financial plans and investment strategies are utilized to address client objectives. Operations include a selection of planning and management services aimed at supporting financial stability over time.
True Wealth Group offers Financial Planning, Wealth Management, and Consultancy Services.
True Wealth Group has 1 investor. Key investors include Succession Wealth.
True Wealth Group operates through True Wealth Planning Solutions Limited.
Yes. True Wealth Group was acquired by Succession Wealth in November 2024.