Subscription
This site is FREE for all registered readers. Please input your details below for instant access.

Data Use:
We will also send you our free daily email newsletters and other relevant communications, which you can opt out of at any time. Thank you.

Succession Group acquires London Wall Partners

Financial planning and investment management firm Succession Group has announced the acquisition of London Wall Partners.

The move marks Succession’s fourth acquisition under Aviva ownership and its second in 2024.

London Wall Partners was founded in 2012 to support families with significant levels of capital and currently has over £900m of assets under advice. It provides independent advice to city professionals, entrepreneurs, and executives in industry and family estates.

Succession confirmed that all partners and staff at London Wall Partners will continue to operate from the firm’s London offices.

Founder and senior partner of London Wall Partners, Nick Fletcher, said: “Our business has been built on a love for our clients and staff, the integrity of independent advice, and the ability to provide clients with whole-of-market financial planning and investment management solutions, which will remain central to how we operate.

“It is for this reason that we were attracted to the opportunity of partnering with Succession, where we can continue to provide independent advice, while benefitting from the additional capacity and resources that come with a large, established firm.”

Succession Wealth CEO, Roger Marsden, said the acquisition has significantly enhanced its independent financial advice offering and gives the firm a distinctive proposition for families with significant resources, which he said is a “key strategic growth area for Succession”.

“We are currently seeing a large number of high-quality firms looking for a partner with a proven track record and who also provides underlying funding and ongoing certainty for clients and staff,” Marsden added.

“This gives us a strong competitive advantage and we are pleased to be able to focus on joining forces with established firms like London Wall Partners which specialises in this important part of the market.”



Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


Is 2025 the year of the remortgage?
An estimated 1.8 million fixed rate mortgage deals are due to expire in 2025, 400,000 more than in 2024. This surge in remortgaging presents a critical opportunity for mortgage brokers to offer essential advice and financial support to homeowners across the UK, ensuring they transition smoothly to new deals amid stabilising interest rates and heightened affordability checks.


The future of the bridging industry and the Autumn Budget
MoneyAge content editor, Dan McGrath, is joined by head of marketing at Black & White Bridging, Matt Horton, to discuss the bridging industry, the impact of the Autumn Budget and what the future holds for the sector.

The UK housing market in 2024
The performance of the UK housing market in 2024 has largely exceeded many people's expectations, although challenges remain for first-time buyers due to house prices increasing and a testing rental market for many. Regional disparities, such as the North-South divide, also continue to influence housing accessibility and affordability for many buyers in pockets of the country.