Succession Wealth has added six directors to its leadership team as it sets its sights on £10bn in assets.
Former Mazars partner Sarah Lord (pictured) joins as director of client strategy. “As a planner, I believe I understand both the needs of our clients and role of the planner in how we can best engage with them to do that, day after day,” Lord said in a press release announcing the appointments.
She is a certified financial planner, chartered wealth manager and registered life planner as well as a fellow of the Personal Finance Society.
The wealth and financial planning business also appointed a director of mergers and acquisitions.
Mark Day joins from EY and will lead all major acquisitions helping the group reach its target of £10bn-plus in assets under advice. Before his five years at EY, where he focused on deal origination, Day was an IFA.
Once businesses have been acquired, Irena Barker will oversee their integration into Succession Wealth in her role as director of integration. Barker will work closely with Day and his team as M&A volume increases. She was previously principal consultant in the financial services division of Capco.
Succession Wealth also confirmed Tony Bullock has joined as regulatory compliance director. He was most recently head of risk & compliance at Chase De Vere IFA Group.
Steve Willis has been appointed group finance director while Adrian Webb becomes group general counsel and company secretary.
“It is a very exciting time to be joining Succession Wealth and recent and ongoing acquisitions are testament to the Group’s commitment to growth as the UK’s largest privately-owned wealth management business. I am thrilled to be part of such a dynamic firm,” said Mark Day.
