Succession Wealth Case Study

Succession Wealth

Financial Services

ERA forms a prosperous partnership with Succession Wealth

Established in 2009, Succession Wealth is the UK’s leading independent wealth management and financial planning business. With offices nationwide, the company offers private, personal and corporate financial planning solutions.

The Challenge

Succession has been growing both organically and through acquisition and this had led to a number of issues, including:

  • A wide base of suppliers, for example 16 managed print suppliers, 11 energy suppliers and 21 stationery suppliers
  • Varying levels of service across different suppliers
  • No alignment of contract end dates

Summary of Savings Achieved

  • Managed Print: 50%
  • Office Supplies: 39.3%
  • Postage: 16%

Specialists from Expense Reduction Analysts were able to deliver a highly effective strategy for reducing costs and delivering a wide range of additional added value services, including future proofing technology, consolidation of suppliers and contracts, and assistance with terminating legacy contracts.

Download the full case study to explore all of the savings ERA delivered for Succession Wealth, including a detailed breakdown of exactly how these were achieved and what the financial savings have meant for the client’s business.

Download the full case study

Inside the full case study you will find a detailed summary of the cost savings delivered by the specialists from ERA, including specific details of how these savings were achieved, along with a breakdown of all the value added services provided as part of this trusted partnership.

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"Working with ERA to consolidate our supply chain has been very easy and has led to substantial savings, clear visibility of where the spend is and considerably improved service levels."

Oonagh Reffell - Head of Property Management, Succession Wealth

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