CIExpert has reached agreement to provide access to its full suite of tools and resources to advisers across independent financial planning firm Succession Wealth’s specialist divisions.
This means all wealth planners, mortgage and protection advisers, and chartered financial planners within Succession Wealth will have access to CIExpert’s comparison services. This includes its Insight Zones, policy and conditions database, and extensive education and awareness resources spanning all areas of personal and business protection.
A key component of the partnership is CIExpert’s integration with Iress The Exchange, the core sourcing platform used across Succession Wealth. This integration aims to enable advisers to access CIExpert’s protection insights directly within their existing advice workflow – eliminating the need to switch between systems and significantly improving efficiency.
Advisers can move from client fact-finding and research within The Exchange to protection analysis in CIExpert in a bid to help advisers access relevant insights within the advice process.
By combining real-time client data with CIExpert’s policy analysis and comparison capabilities, the integration aims to support more consistent, auditable, and personalised protection recommendations – supporting adviser efficiency and more consistent client outcomes.
Andy Harris, director of propositions at Succession Wealth, said: “Protection can often feel disconnected from broader financial planning conversations, particularly in a market that has become increasingly complex for advisers and clients alike. This partnership helps bring those conversations closer together by embedding CIExpert’s insight directly into adviser workflows, making it easier for our planners to access consistent, high-quality protection research as part of holistic financial planning.”
Paul Roberts, propositions and distribution director at CIExpert, (pictured) added: “This partnership with Succession Wealth is a significant milestone for CIExpert and reflects a shared ambition to elevate the role of protection within holistic financial planning. By working closely with each succession planner, we’re not just providing access to our tools – we’re creating an opportunity to reshape protection conversations, making them more relevant, engaging and impactful for clients.
“The integration with The Exchange is particularly powerful as it embeds our insight directly into the adviser journey. We’re excited to collaborate on new approaches to advice, drive innovation, and help advisers identify more meaningful protection opportunities that deliver real value to their clients.”
