1
30
Growth Score
-7 pts
Heat Score
-13 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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355009
Succession Wealth provides wealth management, financial management, and employee benefit solutions services.
- Paul Morrish: Founder, Group Corporate DirectorPast Role: Navigant Solutions, Associate
- James Stevenson: CEO
About the Company
Succession Wealth provides wealth management, financial management, and employee benefit solutions services. Since its inception in 2009, the company has built a national firm of more than 170 independent Wealth Planners delivering high-quality advice to more than 17,000 clients throughout the UK.
