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Succession Group formally opens flagship client servicing hub in Salisbury


Fifteen new jobs have been created in Salisbury as wealth planning specialist Succession Group formally opens its fifth flagship client servicing hub.  

Succession Group is part of Succession Holdings, the vertically integrated financial services organisation controlling its own advice, platform and fund management activities.

Succession Group’s newest client servicing hub is based in Milford House, on Milford Street in Salisbury, and will house the client servicing teams, including the wealth planners, advisers, and directors, who provide tailored wealth planning solutions for private clients and businesses across the South of England.

Group Chief Executive, Simon Chamberlain (pictured), says: “Succession Group has brought together leading financial services professionals into a single centre of excellence at Milford House.  Together, they provide a comprehensive wealth planning service for private and corporate clients, delivering rich and rewarding experiences and financial peace of mind.”

Chamberlain says: “The Salisbury-based team will focus on developing strong personal relationships with clients, and we will be recruiting for more qualified wealth planners, paraplanners and support staff to meet the needs of our valued clients as we continue to grow our business.   This is the start of a very exciting journey in Salisbury.”

John Glen MP will formally open the Milford House hub on 8 April, joined by Succession Group’s clients and guests. 

Glen says: 'Salisbury is a great place to live and work. I am delighted that a successful and growing business like Succession Group has chosen Salisbury for its South of England client servicing hub. 

“Succession’s choice of Salisbury reflects the high level of skill and professionalism which employers are confident that they will find amongst the local workforce and bring more employment opportunities to our city. 

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