Company profile
Succession Wealth
The trusted home of independent financial advice
- Industry
- Financial Services
- Employees
- 707
- Headquarters
- Birmingham
- Founded
- 2009
- Office locations
- 1
Succession Wealth company summary
Succession Wealth is a company in the Financial Services industry, headquartered in Birmingham, founded in 2009. On LinkedIn the company has around 707 employees. Its listed specialties include Investment Management, Retirement Planning, Wealth Protection, Lifetime Cash Flow Planning, Corporate Services.
What technology does Succession Wealth use?
No technologies detected yet. Warmrank rechecks company websites on a rolling basis.
About Succession Wealth
We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term. With a nationwide network of highly qualified wealth planners, we offer financial planning tailored to your ambitions, not just your assets. Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build.
Specialties
Where is Succession Wealth located?
Succession Wealth lists 1 location.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Succession Wealth successionwealth.co.uk | Financial Services | 707 | 2009 | Birmingham |
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Frequently asked questions about Succession Wealth
What does Succession Wealth do?
We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term. With a nationwide network of highly qualified wealth planners, we offer financial planning tailored to your ambitions, not just your assets. Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build.
How many employees does Succession Wealth have?
Succession Wealth has around 707 employees on LinkedIn.
Where is Succession Wealth headquartered?
Succession Wealth is headquartered in Birmingham.
When was Succession Wealth founded?
Succession Wealth was founded in 2009.
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