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.”
AI, finfluencers and the future of broking
The mortgage industry is evolving faster than ever. In this MoneyAge video, we examine the opportunities and challenges redefining the broker landscape, from AI-powered lending and changing customer expectations to housing affordability, property supply and the rise of financial influencers. Our guest from Chorley Building Society shares practical insights on what brokers need to do to stay relevant and thrive in a rapidly changing market.
Perenna and the long-term fixed mortgage market
Content editor, Dan McGrath, spoke to head of product, proposition and distribution at Perenna, John Davison, to explore the long-term fixed mortgage market, the role that Perenna plays in this sector and the impact of the recent Autumn Budget
NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?
The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.
© 2019 Perspective Publishing Privacy & Cookies
Recent Stories