Succession Advisory Services
Investment frameworks and discretionary model portfolios for UK financial planners
Highlights
- New on EvolcAdded 2026-10-29
About Succession Advisory Services
Succession Advisory Services builds and maintains investment solutions for financial planners, including its Succession Investment Matrix and discretionary Model Portfolio Service (MPS). The offerings cover active, blended, passive, sustainable, ethical and decumulation strategies, with risk-controlled portfolio construction and rebalancing.
Its customers are UK-based financial professionals, not retail investors. It supports planners’ investment offerings through an independent Centralised Investment Proposition and model portfolios.
Product: Centralised Investment Proposition investment frameworks and discretionary model portfolio management for financial planners.
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