Company Tagline
Our teams of independent financial advisers deliver high-quality advice to thousands of clients across the UK.
Industry Category
Business Keywords
Company Description
Succession Wealth is a leading financial services provider committed to delivering exceptional financial advice and building lasting relationships with clients across the UK. Since its founding in 2009, Succession Wealth has focused on helping clients achieve their financial goals through tailored services that address their unique needs and aspirations.
Succession Wealth understands that each client's path to financial wellbeing is different. The firm offers comprehensive wealth management, retirement planning, investment management, and corporate services. Succession Wealth is dedicated to providing clients with the clarity, confidence, and peace of mind they need to navigate their financial journey successfully.
With a primary address at 60 Church Street, Birmingham, B3 2DJ, GB, Succession Wealth is dedicated to supporting clients across generations. Information about Succession Wealth is being finalized with the support of the company's management. We invite the management team to create a customized and exclusive company showcase and product listing on our platform to further enhance their online presence and reach.
Key Personnel / Employees
Compare Companies Side by Side
Compare Succession Wealth with 3 companies in Financial-Services
| Comparison Field |
Succession WealthMain Company |
Evelyn PartnersView Profile |
Argent WealthView Profile |
NOW Wealth Managemen...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2017 | ||
|
Company Size
|
— | 1,001-5,000 | 2-10 | 11-50 |
|
City
|
Adelaide, SA | Calgary, Alberta | ||
|
Country
|
Australia | Canada | ||
|
Skills & Keywords
Comparing with main company
|
10 Total Skills
Financial Services
Wealth Management
Retirement Planning
Investment Management
Financial Advice
Corporate Services
Financial Planning
financial adviser
Wealth Protection
Lifetime Cash Flow Planning
|
14 Total
2 Common
12 Unique
Match
20%
Common Skills:
Financial Planning
Wealth Management
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+6
|
9 Total
9 Unique
Unique Skills:
Direct Equities
Estate Planning
Fixed Interest
Holistic Advice
Managed Funds
Margin Lending
+3
|
17 Total
1 Common
16 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
Business Insurance
Credit Solution
Cross Border Plannning
Custom Advice
Custom Portfolio Design
Estate Planning
+10
|
4
Total Companies2017
Oldest Founded2
Countries46
Unique SkillsSimilar Companies
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Alternative Company Names
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