Company Information

Get to know the succession group

Succession Group is one of the UK's leading private wealth management firms, providing comprehensive financial planning and investment management services to individuals, families, and corporate clients. Founded in 2009, the company grew through a strategy of acquiring top independent financial advice firms across the UK. Its mission is to help clients achieve their financial goals through personalised advice and a robust investment philosophy. In August 2022, Succession Group was acquired by Aviva plc, a major UK insurance and asset management company, but continues to operate as a separate, independently-advised business.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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the succession group

United States

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.