Succession Advisory Services Revenue
Financial Services • 
Birmingham, England, United Kingdom • 11-20 Employees
Succession Advisory Services revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $715,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | No funding |
Key Contacts at Succession Advisory Services
Simon Taylor
Managing Director
Gerry Brien
Director
Ian Smith
Membership Director
Company overview
| Headquarters | 60 Church Street, Birmingham, B3 2DJ, GB |
| Phone number | +441752762140 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Market-Leading Platform Strategy, Centralised Investment Proposition, Model Portfolio Services |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Succession Advisory Services Email Formats
Succession Advisory Services uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@successionadvisoryservices.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@successionadvisoryservices.com | 66.7% |
{first initial}.{last name} | j.doe@successionadvisoryservices.com | 33.3% |
About Succession Advisory Services
Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners. The Succession Investment Matrix Our Investment Matrix delivers a comprehensive risk-controlled framework, facilitating a consistent and cohesive investment strategy. It offers investment solutions provided by leading global fund management houses and specialist niche investment managers. Our Matrix has been developed in conjunction with independent risk and research specialists – Rayner Spencer Mills Research – to create an optimum solution; founded on significant academic research, emphasising strategic asset allocation, diversification, strict cost control and automated portfolio rebalancing. The Succession Model Portfolio Service (MPS) Our MPS offers exclusive access to a diversified portfolio of funds chosen, maintained, and monitored by our trusted investment partners. Our solutions are tailored to our client’s specific investment objectives, their risk appetite and the assumptions that underpin their financial plans, giving them the peace of mind that their investments are in the best hands. The Succession Investment Platform Our Platform brings a client’s portfolio together in one place, secure and online. So, for example, instead of pension information being held by one company and ISA details by another, it’s all held together, along with the other elements that make up the client’s portfolio. The Succession Investment Platform is straight forward, accessible, and secure. Succession Advisory Services is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number: 06711051. Succession Advisory Services is authorised and regulated by the Financial Conduct Authority. Registered no: 510054.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Succession Advisory Services has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Succession Advisory Services has never raised funding before.
Succession Advisory Services Tech Stack
Discover the technologies and tools that power Succession Advisory Services's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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