Succession has announced a number of key senior management appointments.

James Stevenson has been appointed Managing Director of Succession Group; Sanjay Shah becomes Managing Director of Succession Advisory Services; Simon Charles becomes Group HR Director; and, Hazel Hodge, Helen Blackmore, Karen King and Mark Stokes have been appointed into strategic roles.

Stevenson joined Succession Group in 2015 as Group Operating Director and in  September 2016 he assumed full commercial, operational and financial responsibility for Succession Group. Shah began working with Succession Advisory Services in 2010, and in 2014 sold his IFA and Corporate Benefits business to Succession Group.


Charles joins Succession as Group HR Director responsible for driving the People agenda. Previously he was the Group HR Director for Flybe PLC for nine years and before that had HR Director roles with RHM PLC, Quaker, PepsiCo and senior HR roles with Unilever PLC and PwC.

Succession Executive Chair, Ray Pierce said: “Succession’s continued and unparalleled growth continues at pace towards our interim first-phased target of recruiting at least 50 firms from our affiliated membership.

“To successfully scale our operations to meet the increased demands for client-centric service and solutions requires the vision and people skills to deliver.  These new appointments reflect the continued development of the Succession team and underline our commitment to creating the UK’s largest privately-owned wealth management businesses. They also reflect our refreshed commitment to be an employer of choice, attracting and developing the very best people, and creating a company culture that wholly invests in its people to redefine what is seen in the industry today.”


“James Stevenson has been appointed MD of Succession Group, Sanjay Shah has been appointed MD of Succession Advisory Services and Simon Charles has been appointed as Group HR Director. All appointments take immediate effect and James, Sanjay and Simon will report directly to me. In addition, we are strengthening the wider leadership team with strategic appointments to take advantage of market and legislative opportunities, and to underpin our plans to lead the market with our employee proposition.”

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