Succession Wealth - OfficeTeam

Case study

Succession Wealth

Who is Succession Wealth?

Succession was established in 2009 with the founding aim to create a financial planning firm unrivalled in expertise and unmatched in the level of its personal service to clients.

Today, Succession Wealth is the UK’s leading independent wealth management and financial planning business. With over 20,000 individuals, families and corporations now entrusting them with £8bn of their hard-earned money.

They have more than 600 dedicated staff located in Succession Wealth offices across the breadth of the country including almost 180 wealth planners.

Our partnership

Succession Wealth’s Property Management Team based in Plymouth, spend a lot of their time on the road attending their offices up and down the country. They therefore like to work with partners that they can trust to work independently on their projects and deliver their promises. OfficeTeam has been that company, working with the Property Management Team for over two years delivering interior projects from Truro to Glasgow and taking away many of the pain points the team faced.

The Interiors Project

Succession Wealth had a base in Birmingham, but wanted to relocate to the Colmore district of the city centre which had become a hub for business, professional and financial services activity.

The new offices were to be their regional head office and had two distinct areas. One which was client facing where their CEO would be based and required a high end solution with a reception area including drink facilities and client facing meeting rooms, and the other an admin/clerical area that would also facilitate hot desking that had to be more practical.

One of the major challenges  with the new site was that it was based in the heart of a busy city centre and the office was located on the seventh floor of an eleven floor building, which could only be accessed using the rear fire exit staircase!

Our solution

InteriorsTeam took the team on a visit to furniture supplier Senator’s showrooms so they could see the complete range of furniture available to them.  Succession Wealth settled on a style that met their high end modern requirements and that would fit with the company’s values and aspirations.

Our solution to the clerical/admin side of the project was both functional and took into consideration staff wellness, with breakout and informal meeting areas including tea points and lunch areas.

We seamlessly dovetailed the two elements of the project.  We were responsible for the complete fit out of the 6 week project, including design, space planning, waste management, kitchen and meeting spaces, partitions and the mechanical and electrical engineering. All of the colours used within our design were aligned to Succession Wealth’s branding.

Whilst InteriorsTeam overcame the location issue by utilising the flexibility of our own drivers and van fleet to manoeuvre the furniture into the new site and seventh floor, trouble free.

The outcome

We delivered on time and to budget, whilst simultaneously working on two distinct areas, which both met the client’s objectives and showcased their brand.

Our designs and fit-out were enthusiastically received by all staff, who now have a fantastic new working environment that reflects the emergence of Birmingham as a leading destination for financial and professional services.

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