By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
As a leading provider of wealth advice to individual clients and businesses across the UK, Succession Wealth operates in a high-stakes environment where ensuring the security of their clients’ data is "a top priority".
The Challenge: A Growing and Opaque Supply Chain
For Wendy Brett Reynolds (CISO) and Chris Truman (CTO), the threat landscape of 2026 has made supply chain security a major focus. As the firm utilises an increasing number of external service providers and vendors, they faced three critical challenges:
The "One-to-Many" Threat: The reality that a single attack on a shared service provider can simultaneously impact numerous organisations, creating a massive radius of risk.
Invisible Nth-Party Risk: Significant vulnerabilities often originate from second or third-tier suppliers rather than direct partners, making it difficult to track exactly where supply chain risks might be located.
Operational Bottlenecks: A lack of centralised supply chain data meant that supplier onboarding was sluggish, often taking three weeks longer than necessary, while security reviews got stuck in week-long manual cycles.
"Systemic concentrations are a real concern because it's often not directly with your first-tier supplier, it's second or third. So being able to track that to understand where that risk is coming from is very powerful." — Wendy Brett Reynolds, CISO
The Goal: Speed and Assurance
Succession Wealth needed to move beyond reactive due diligence. They required a way to visualise their entire supply chain network, centralise data for audits, and respond to new vulnerabilities "at lightning speed", rather than relying on time-consuming manual investigations.
The Solution & Game-Changing Results
To gain control over their expanding supply chain, Succession Wealth shifted from static assessments to the Active Supply Chain Security model provided by Risk Ledger. By centralising all supplier data onto a single, interactive platform, the team was able to transform their reactive risk management practices into a proactive security operation.
Visibility Beyond Tier One
Risk Ledger provided the "singular place" Succession Wealth needed to track and evidence their security posture. The newfound visibility now allows them to:
Map the Network: See exactly how far their supply chain dependencies extend beyond their first tier suppliers into 4th, 5th and nth parties, and to determine if a newly discovered vulnerability in their supply chain could pose a threat to them or any critical supplier they rely on.
Track Nth-Party Risk: Monitor risks coming from second and third-tier suppliers, which Wendy identifies as the primary source of systemic concern.
Streamline Audits: Pull data and evidence instantly from one location, saving significant time during compliance reviews.
The Impact: Security at "Lightning Speed"
The transition has yielded immediate, measurable improvements in operational velocity and confidence. By moving away from manual processes, Succession Wealth has drastically accelerated its ability to secure the business, not least by drastically reducing the time needed for onboarding new suppliers and conducting security reviews of them by up to three weeks.
"Risk Ledger has been a game changer for us. Previously, if we'd seen a vulnerability announcement, we would have said, 'Well, actually this is not our supplier, then we're okay.' But actually, now we go into the dashboard and see just how far our network spreads... and whether we do need to be worried or not." — Chris Truman, CTO
Real-Time Resilience
Beyond the metrics, the platform provides the agility needed for modern threat response. When a new vulnerability is found, the team can assess the impact on their world "very quickly," allowing them to react at "lightning speed"—especially if a supplier is already part of the Risk Ledger ecosystem. For Succession Wealth, the result is a "phenomenal" shift in both speed and security assurance.
Defend against supply chain attacks with Defend-As-One.
.svg)
