Roger Marsden

Chief Executive Officer

Professional Overview
Roger Marsden is an experienced financial services executive with a proven track record of driving growth and innovation. As the Chief Executive Officer of Succession Wealth, he is responsible for overseeing the strategic direction and overall operations of the organization, with a focus on delivering exceptional wealth management solutions to clients.

Experience Summary

Current Role
As CEO of Succession Wealth since February 2024, Roger has been instrumental in guiding the company's transformation and expansion. Under his leadership, the firm has significantly enhanced its digital capabilities, diversified its product offerings, and strengthened its position as a trusted wealth management partner for individuals and families across the United Kingdom.

Career Progression
Prior to his current role, Roger held several senior positions at Aviva, one of the UK's leading insurance and financial services providers. Most recently, he served as the Managing Director of Retail UK Savings & Retirement, where he was responsible for driving the growth and profitability of Aviva's consumer-facing savings and retirement businesses. Earlier in his career, he held roles in Aviva's savings, retirement, and insurance divisions, demonstrating his deep understanding of the financial services industry.

Academic Background
Roger holds a Bachelor of Science degree in Accounting and Finance from the University of Durham. He is also a Chartered Accountant, having completed his training at Touche Ross, a prominent professional services firm.

Areas of Expertise
Roger's extensive experience in the financial services industry has equipped him with a comprehensive understanding of wealth management, product development, digital transformation, and client-centric service delivery. He is a strategic thinker with a strong grasp of financial regulations, risk management, and operational excellence.

Professional Impact
During his tenure at Aviva, Roger played a pivotal role in driving the company's digital transformation initiatives, which resulted in improved customer experience, increased operational efficiency, and enhanced data-driven decision-making. Additionally, he has been recognized for his innovative approach to product development, having launched several successful savings and retirement solutions that have resonated with Aviva's client base.

Conclusion
With his deep industry expertise, strategic vision, and proven leadership abilities, Roger Marsden is well-positioned to guide Succession Wealth towards continued growth and success. His commitment to delivering exceptional wealth management services and his passion for driving positive change within the financial services sector make him a valuable asset to the organization and its clients.