Succession Wealth is a UK wealth management business and part of the Aviva Group. It provides financial advice and wealth planning, helping clients consider their goals and plan for the future. Its services include cashflow modelling and support with financial planning needs, with access to wealth planners and resources such as guides, insights, events and brochures. The business also has specialist divisions covering financial management, employee benefits, independent schools and sports, and offers services for professional partnerships and organisations considering mergers or acquisitions.

Succession Wealth says its approach is guided by a purpose, vision and values that place clients at the heart of the business. It offers an initial confidential, no-obligation conversation for prospective clients to discuss their goals. Former True Wealth clients are welcomed into the Succession Wealth Group, with familiar contacts continuing to provide support. Clients can access online platforms and contact the business by phone or email. Succession Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.