Wealth planning specialist Succession Group today opens its fifth client servicing hub.
Fifteen new jobs have been created in Salisbury as Succession opens an office in Milford House, on Milford Street in Salisbury. This will house the client servicing teams, including wealth planners, advisers, and directors. They will provide tailored wealth planning solutions for private clients and businesses across the South of England.
The hub will be formally opened today by the local MP John Glen (a member of the Work and Pensions Select Committee), watched by Succession clients and guests.
Group Chief Executive Simon Chamberlain said: “Succession Group has brought together leading financial services professionals into a single centre of excellence at Milford House. Together, they provide a comprehensive wealth planning service for private and corporate clients, delivering rich and rewarding experiences and financial peace of mind.”
“The Salisbury-based team will focus on developing strong personal relationships with clients, and we will be recruiting for more qualified wealth planners, paraplanners and support staff to meet the needs of our valued clients as we continue to grow our business. This is the start of a very exciting journey in Salisbury.”
Glen said: “Salisbury is a great place to live and work. I am delighted that a successful and growing business like Succession Group has chosen Salisbury for its South of England client servicing hub.
“Succession’s choice of Salisbury reflects the high level of skill and professionalism which employers are confident that they will find amongst the local workforce and bring more employment opportunities to our city.”
Succession Group is part of Succession Holdings, the vertically integrated financial services organisation with its own advice, platform and fund management activities.
Photo shows L to R: John Glen MP, Kieth Hartland, James Stevenson, Paul Finich.
