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James Stevenson

Chief Executive Officer

Succession Wealth

Birmingham, England


Contact Information

Email
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Company Information

Company
Succession Wealth
Industry
financial services
Employees
660.0
Seniority
C suite
Annual Revenue
74886000.0

Professional Summary

James Stevenson serves as Chief Executive Officer at Succession Wealth. Succession Wealth operates in the financial services sector with approximately 660.0 employees. The company is headquartered in Birmingham, England. Succession Wealth generates annual revenue of 74886000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • We have verified contacts for 2 executives at Succession Wealth.
  • 10,137 executive contacts are available in England.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

investment management retirement planning wealth protection lifetime cash flow planning corporate services wealth management financial planning independent financial advice investment philosophy cashflow modelling asset protection tax planning generational wealth transfer personal finance strategies client engagement risk management pension advice estate planning financial portfolio diversification holistic financial advice investment solutions financial security income maximization financial wellbeing life planning savings strategies long-term financial goals bespoke financial plans individual goals financial aspirations client relationships wealth planning services market research financial reviews personalized advice wealth preservation investment risk assessment financial literacy programs investment oversight professional financial advisors client satisfaction business partnerships professional development financial education ongoing support transparency in fees financial services compliance ethical investing performance tracking retirement income wealth building philanthropy advice personalized financial planning cashflow modeling high-net-worth clients multi-generational relationships bespoke services client-first approach evidence-based investment employee benefit solutions financial planning for families investment platform tailored advice financial goals long-term legacy community engagement social responsibility professional portfolio management asset management financial independence strategic acquisitions financial services industry uk financial advice succession giving program financial services b2b law practice legal services

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Outreach Guidance — financial services Sector

Financial services executives like James Stevenson prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Frequently Asked Questions

How do I reach James Stevenson directly?

James Stevenson's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Executive Officer at Succession Wealth. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does James Stevenson work for?

James Stevenson is Chief Executive Officer at Succession Wealth, a company in the financial services sector with 660.0 employees. The company is based in Birmingham, England.

Can I pitch or sell to James Stevenson?

As Chief Executive Officer at Succession Wealth, James Stevenson is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach James Stevenson directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is James Stevenson in?

James Stevenson works in the financial services industry as Chief Executive Officer at Succession Wealth. MessageCEO provides verified contact information for executives across all major industries.

Is James Stevenson's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. James Stevenson's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: May 12, 2026

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