Underpinning its ongoing focus on profitable, nationwide expansion, Succession Wealth, the UK’s largest independent wealth management and financial planning firm, has opened a new national headquarters at 60 Church Street, Birmingham.
The new HQ is now the nerve centre of the firm’s national operation. Located in the heart of the city’s vibrant business district, it houses some 60 wealth planners and client support staff along with members of the Senior Leadership Team.
Nationally, the firm now has 15 regional offices, employing 460 staff, including 175 wealth planners.
Paul Millar, Regional Partner, Succession Wealth in Birmingham said:
“Birmingham has grown to become a major attraction for large businesses and their employees. Its programme of infrastructure and transport improvements makes it a thriving place to do business and a logical choice for our new head office.
“We are a nationwide firm with offices all over the UK. We wanted an HQ that reflects our standing in the UK professional financial planning sector and positions us right in the heart of the country.
“We have a clear strategy for sustainable growth and development, and I am enthusiastic about the new opportunities this move represents for the Succession Wealth”.
Succession Wealth is developing nearby offices in Water Street into the Succession Wealth National Training and Conference Centre.