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Aviva completes £385m Succession Wealth acquisition

by Graham Simons
11 August 2022
We’re on the cusp of breaking the stigma around men’s mental health – Fice
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Aviva has formally completed the acquisition of Succession Wealth for £385m.

The insurer first announced the acquisition on 2 March.

Along with offering wealth management advice the firm has an employee benefit consultancy which advises on group risk, healthcare and other workplace health benefits.

The national independent financial advice firm has approximately 200 planners advising on £9.5bn of assets, delivering advice to around 19,000 clients throughout the UK.

An Aviva spokesperson told Health & Protection that Succession Wealth would continue to offer independent whole of market advice following the acquisition.

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