"Protection can often feel disconnected from broader financial planning conversations, particularly in a market that has become increasingly complex for advisers and clients alike."
- Andy Harris - Succession Wealth
Protection research and analysis platform CIExpert has announced a new strategic partnership with independent financial planning firm Succession Wealth, aiming to provide the latter’s mortgage and protection advisers with access to CIExpert’s comparison services.
The partnership will see advisers from across Succession Wealth’s specialist divisions, which also includes wealth planners and chartered financial planners, receive access to CIExpert’s insight zones, policy and conditions database, and education and awareness resources on personal and business protection.
Succession Wealth oversees approximately £9.2 billion in assets under advice and delivers financial planning in protection, pensions, investments, and estate planning. CIExpert combines analysis with a database of over 1,000 policy documents and more than 400 historic plans.
A key component of the partnership is CIExpert’s integration with Iress The Exchange, the core sourcing platform used across Succession Wealth. This is designed to allow advisers to access CIExpert’s protection insights directly within their existing advice workflow, without the need to switch between systems.
CIExpert says that with over 136 listed critical illness conditions across providers, advisers face significant difficulty in conducting consistent, accurate comparisons without advanced tools.
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"Protection can often feel disconnected from broader financial planning conversations, particularly in a market that has become increasingly complex for advisers and clients alike," Andy Harris, director of propositions at Succession Wealth, said.
He added: "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, commented: "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."
