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

Investment ManagementRetirement PlanningWealth ProtectionLifetime Cash Flow PlanningCorporate Servicesfinancial adviser

Where is Succession Wealth located?

Succession Wealth lists 1 location.

Birmingham, B3 2DJ, GBHQ
60 Church Street

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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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