{"source":"Breaknorm","page":"https://breaknorm.co/company/successionwealth.co.uk","license":"https://breaknorm.co/terms","domain":"successionwealth.co.uk","name":"Succession Wealth","legal_name":"Succession Wealth","country":"GB","country_second":"US","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"independent_financial_advisers","summary":"Succession Wealth is a financial advice provider that offers independent wealth planning, investment advice, and estate planning for individuals and families. It provides services such as cashflow modelling, market updates, and guides on topics like wills, power of attorney, and tax year-end planning. 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Mortgage Advice","city":"","function":"finance_and_accounting","family":"finance_and_accounting/lending_and_commercial_banking","seniority":"senior","posted":"2026-10-01","url":"https://careers.successionwealth.co.uk/job/961911","tech":["microsoft-word","microsoft-excel"]},{"id":6351930,"title":"Wealth Planner - Scotland","city":"","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":"entry","posted":"2026-09-25","url":"https://careers.successionwealth.co.uk/job/904800","tech":[]}],"ats":"Talos360","similar":[{"domain":"strategiesforwealth.com","name":"Strategies for Wealth","country":"US","city":"New York City","headcount":"201-500","leaf":"wealth_management_general","summary":"Strategies for Wealth is a financial planning firm that provides investment management, insurance, and wealth accumulation services for clients."},{"domain":"diversitywealthsolutions.com","name":"Diversity Wealth Solutions","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Diversity Wealth Solutions is a financial advisory firm that provides insurance, tax, and wealth-planning services for individuals, families, business owners, a."},{"domain":"wealthandlifestyle.com.au","name":"Wealth & Lifestyle Financial","country":"AU","city":"Kingsgrove","headcount":"51-200","leaf":"independent_financial_advisers","summary":"Wealth & Lifestyle Financial is a financial advisory service in Australia that provides superannuation, retirement, investment, estate and personal insurance ad."},{"domain":"markkregorwealthmanagement.com","name":"Mark Kregor Wealth Management","country":"US","city":"Louisville","headcount":"201-500","leaf":"wealth_management_general","summary":"Mark Kregor Wealth Management is a wealth management advisory practice that provides investment advisory and financial planning services for clients."},{"domain":"wordcare.ae","name":"wordcare.ae","country":"AE","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"The company is a financial services provider that offers investment planning, retirement planning, and wealth management for clients."},{"domain":"adamsreichert.com","name":"Adams Reichert Wealth Management Group","country":"US","city":"Wooster","headcount":"51-200","leaf":"wealth_management_general","summary":"Adams Reichert Wealth Management Group is a wealth management firm that provides financial planning, investment advisory, and estate and tax planning for busine."}],"similar_scored":579,"customers":null,"as_of":"2026-11-02","updated_at":"2026-11-02","hash":"88e1cb944ea526ed","index_tier":1}