CompanyTrack
S

SUCCESSION HOLDINGS LTD

Active Plymouth

Activities of financial services holding companies

5 employees Website
Financial services Activities of financial services holding companies
S

SUCCESSION HOLDINGS LTD

Activities of financial services holding companies

Founded 18 Jul 2012 Active Plymouth, United Kingdom 5 employees successionwealth.co.uk
Financial services Activities of financial services holding companies
Accounts Submitted 8 Sept 2025
Confirmation Statement Submitted 12 Dec 2025
Net assets £229.56M £247.00K 2023 year on year
Total assets £230.46M £1.69M 2023 year on year
Total Liabilities £899.00K £1.45M 2023 year on year
Charges 5
5 satisfied

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Contact & Details

Registered Address

The Apex, Brest Road Derriford Business Park Derriford Plymouth PL6 5FL United Kingdom

Office (Edinburgh)

132 Calton Rd, Edinburgh EH8 8JQ

Credit Report

Discover SUCCESSION HOLDINGS LTD's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2023
Type Total Exemption Full
Next accounts 31 December 2024
Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2018–2023)

Cash in Bank

£43.00k

Increased by £20.00k (+87%)

Net Assets

£229.56M

Decreased by £247.00k (-0%)

Total Liabilities

£899.00k

Decreased by £1.45M (-62%)

Turnover

N/A

Employees

5

Decreased by 2 (-29%)

Debt Ratio

N/A

Decreased by 1 (-100%)

Financial History

Revenue, profit, EBITDA and key financial figures

2023
Dec Year End
2022
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

3 Allotments 65,000,001 Shares £65.00m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
25 Oct 202431,000,000£31.00m£1
30 Apr 202434,000,000£34.00m£1
24 Dec 20131£1£1

Officers

Officers

3 active 16 resigned
Status
Michelmores Secretaries LimitedCorporate-secretaryUnited KingdomUnknown1 May 2017Active
Simon Roger MarsdenDirectorBritishUnited Kingdom521 Feb 2024Active
Stephen David WillisDirectorBritishEngland4615 Apr 2021Active

Shareholders

Shareholders (1)

Aviva Wealth Holdings Uk Limited
100.0%
246,252,1059 May 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Aviva Wealth Holdings Uk Limited

United Kingdom

Active
Notified 29 Dec 2023
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Aviva Life Holdings Uk Limited

Ceased 29 Dec 2023

Ceased

Group Structure

Group Structure

AVIVA WEALTH HOLDINGS UK LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA LIFE HOLDINGS UK LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA GROUP HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA PLC united kingdom
SUCCESSION HOLDINGS LTD Current Company
SUCCESSION ADVISORY SERVICES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION FINANCE LIMITED united kingdom shares 75 to 100 percent, appoint/remove directors
SUCCESSION GROUP LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION NEWCO1 LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION NEWCO2 LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

Charges

Charges

5 satisfied

Documents

Company Filings

DateCategoryDescriptionDocument
12 Dec 2025Confirmation StatementConfirmation statement made on 2025-12-11 with updatesView(5 pages)
10 Dec 2025CapitalAllotment of shares (GBP 251,252,105) on 2025-12-10View(3 pages)
8 Sept 2025AccountsAnnual accounts made up to 2024-12-31View(24 pages)
21 May 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/12/24View(3 pages)
21 May 2025OtherNotice of agreement to exemption from audit of accounts for period ending 31/12/24View(1 page)
12 Dec 2025 Confirmation Statement

Confirmation statement made on 2025-12-11 with updates

10 Dec 2025 Capital

Allotment of shares (GBP 251,252,105) on 2025-12-10

8 Sept 2025 Accounts

Annual accounts made up to 2024-12-31

21 May 2025 Other

Audit exemption statement of guarantee by parent company for period ending 31/12/24

21 May 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

Recent Activity

Latest Activity

Confirmation statement made on 2025-12-11 with updates

2 months ago on 12 Dec 2025

Allotment of shares (GBP 251,252,105) on 2025-12-10

2 months ago on 10 Dec 2025

Annual accounts made up to 2024-12-31

5 months ago on 8 Sept 2025

Audit exemption statement of guarantee by parent company for period ending 31/12/24

9 months ago on 21 May 2025

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

9 months ago on 21 May 2025