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Case Study

ESOS compliant energy audits

Succession Group

  • ESOS compliance

The Client

Succession Group is a national wealth management advisory brand, with headquarters in Plymouth and regional hubs all over the UK and Scotland. As one of the largest wealth management groups in the UK, they provide corporate benefit solutions, private wealth planning and personal financial management to their clients.

Pictured: Massy Eslami – Head Property Management, Succession Group Ltd

Duncan Banks – CEO, IU Energy

The Challenge

Falling under the scope of the government’s mandatory Energy Savings Opportunity Scheme (ESOS), Succession was required to measure the organisation’s total energy use and carry out audits of buildings and transport energy (a process which will be repeated every four years). They turned to IU Energy to help them meet this challenge.

The Environment Agency (EA) can impose the fines of up to £50,000 at any time for non-compliance.

The Solution

Succession Group partnered with IU Energy to achieve compliance in the first compliance phase. The Group drew on IU Energy’s expertise in facilitating ESOS compliance by:

  • Creating a fast-track data collection process
  • Providing expert auditing
  • Presenting genuine ways of improving the company’s energy efficiency

“Succession Group has found the ESOS process a great experience and a significant benefit to the business, by increasing our awareness of cost savings potential not only in the way we use our offices but also how we use our vehicles.

We are grateful to IU Energy for their expertise and professionalism. We found them to be knowledgeable and easy to work with and have no hesitation in recommending them.”

James Stevenson

Group Operating Director

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