CIExpert today announces a new strategic partnership with Succession Wealth. The collaboration will provide comprehensive access to CIExpert’s full suite of tools and resources to advisers across Succession Wealth’s specialist divisions.
Through this partnership, all wealth planners, mortgage and protection advisers, and chartered financial planners within Succession Wealth will have access to CIExpert’s advanced comparison services. This includes its Insight Zones, policy and conditions database, and extensive education and awareness resources spanning all areas of personal and business protection.
Supporting a leading national advice firm
Succession Wealth is one of the UK’s most established independent financial planning firms, with a nationwide presence of over 190 wealth planners supporting more than 19,000 clients.
The firm oversees approximately £9.2 billion in assets under advice and delivers holistic financial planning across pensions, investments, protection, and estate planning. With a strong reputation for personalised, independent advice and a commitment to long-term client relationships, Succession Wealth continues to invest in technology and partnerships that enhance adviser expertise and client outcomes.
Seamless integration with adviser workflows
A key component of the partnership is CIExpert’s integration with Iress The Exchange, the core sourcing platform used across Succession Wealth. This integration enables advisers to access CIExpert’s powerful protection insights directly within their existing advice workflow -eliminating the need to switch between systems and significantly improving efficiency.
Advisers can seamlessly move from client fact-finding and research within The Exchange to detailed protection analysis in CIExpert, helping advisers access relevant insights within the advice process.
By combining real-time client data with CIExpert’s in-depth policy analysis and comparison capabilities, the integration supports more consistent, auditable, and personalised protection recommendations - supporting adviser efficiency and more consistent client outcomes.
Elevating protection advice through technology and insight
CIExpert is widely recognised for transforming the way advisers analyse and compare protection policies. Its proprietary approach combines personalised, incidence-based analysis with a comprehensive database of over 1,000 policy documents and more than 400 historic plans, enabling advisers to deliver more informed protection discussions and recommendations to clients.
The platform addresses a growing challenge within the UK protection market: increasing product complexity. With over 136 listed critical illness conditions across providers, advisers face significant difficulty in conducting consistent, accurate comparisons without advanced tools.
By equipping Succession Wealth advisers with CIExpert’s technology and Insight Zones - now covering the full market - this partnership ensures access to independent, highly detailed, and impartial research in a format designed to improve both efficiency and client engagement.
Andy Harris, Director of Propositions at Succession Wealth, comments: “Protection can often feel disconnected from broader financial planning conversations, particularly in a market that has become increasingly complex for advisers and clients alike. This partnership helps bring those conversations closer together by embedding CIExpert’s insight directly into adviser workflows, making it easier for our planners to access consistent, high-quality protection research as part of holistic financial planning.”
Paul Roberts, Propositions & Distribution Director at CIExpert, comments: “This partnership with Succession Wealth is a significant milestone for CIExpert and reflects a shared ambition to elevate the role of protection within holistic financial planning. By working closely with each succession planner, we’re not just providing access to our tools - we’re creating an opportunity to reshape protection conversations, making them more relevant, engaging and impactful for clients.
“The integration with The Exchange is particularly powerful as it embeds our insight directly into the adviser journey. We’re excited to collaborate on new approaches to advice, drive innovation, and help advisers identify more meaningful protection opportunities that deliver real value to their clients.”
