Aviva completes Succession Wealth acquisition

Announced in March

Jenna Brown
clock • 1 min read

Aviva has completed the £385m acquisition deal for Succession Wealth.

Aviva said the deal, first announced in March, boosts the provider's presence in the UK wealth market and expands its advice capabilities for its 6 million pension and savings customers without an existing adviser. Aviva said it expected "double-digit" returns on its investment over the medium term through accelerated growth. Succession Wealth has about 200 planners advising on £9.5bn of assets, delivering advice to 19,000 clients throughout the UK. Aviva said it had a proven track record of consolidating advice firms and delivering improved client outcomes and better support...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

PhillipCapital eyes Walker Crips takeover with £6m bid

PhillipCapital eyes Walker Crips takeover with £6m bid

Amid significant regulatory, compliance and liquidity challenges

Isabel Baxter
clock 24 November 2025 • 3 min read
The Penny Group takes majority stake in £350m AUM advice firm

The Penny Group takes majority stake in £350m AUM advice firm

Will integrate with Harridge Financial Services over a three-year timeframe

Isabel Baxter
clock 21 November 2025 • 2 min read
Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Tatton AUM up almost 30% to £25.8bn during 'strong period of growth'

Interim results for the six months to 30 September

Jenna Brown
clock 18 November 2025 • 2 min read