True Wealth Group’s management team, led by co-founders John Baxter and Tim Crew, has been providing financial planning, wealth management, and consultancy services for 20 years. In 2017, the team began acquiring financial advice practices as well as firms that provide services to financial advisors, assembling a group of 10 firms united by the desire to deliver a first-class service to clients.

Headquartered in Leeds, it operates in five offices across the UK, including a Belfast base, which will represent Succession Wealth’s first entry in Northern Ireland. 

The deal marks Succession’s fifth acquisition under Aviva ownership and its third of 2024, following the purchases of DFP Health & Wealth Management and London Wall Partners. Together, the three acquisitions in 2024 have brought in £2.2 billion of client assets to the firm which manages over £9 billion of their money. 

“This acquisition enhances our presence in the north of England and marks our expansion into Northern Ireland, areas key to our long-term strategic growth plans as we build the independent national wealth planning firm of choice,” Roger Marsden, CEO at Succession Wealth, said.