Succession Wealth, owned by Aviva, acquires True Wealth Group, adding £1.1 billion in assets.

Succession Wealth, owned by Aviva, has acquired True Wealth Group, adding £1.1 billion in assets. This is Succession's fifth acquisition under Aviva and third this year. True Wealth Group, led by co-founders John Baxter and Tim Crew, offers financial planning and wealth management across five UK locations, including its first entry into Northern Ireland. The acquisition supports Succession's growth in the north of England and its commitment to independent advice.

November 18, 2024
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