Succession Wealth has announced the acquisition of G+E Wealth Management, a leading independent financial advice business which manages over £800m for clients across Yorkshire.

G+E Wealth Management was founded in 2006 to offer both individuals and business owners bespoke financial solutions in line with their long-term goals.

For individuals, G+E Wealth Management offers guidance on all areas of financial need, including investment advice, retirement planning and estate planning. For business owners, it provides tailored advice to safeguard their own financial futures as well as those of their businesses, through the implementation of pension plans, succession planning, inheritance tax planning, and more.

This is Succession Wealth’s first acquisition under Aviva ownership and takes Succession Wealth’s total assets under administration to over £10bn.

James Stevenson, CEO at Succession Group, said: “We felt a genuine synergy when we met G+E Wealth Management. The importance they place on creating a positive culture and building long-term client relationships resonated with us, and we are excited to welcome them to Succession Wealth.

“We remain focused on organic growth and strategic acquisitions where we believe they create value for our clients. As part of Aviva, we will continue to be judicious about who we partner with and are not looking to build scale for its own sake, but are pleased to be in advanced acquisition discussions with several high quality independent financial planning firms.”

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