Plan for the future, plan for success
Delivering independent financial advice to offer you peace of mind and financial wellbeing. Your ambitions are unique, and we want to work with you to realise them.
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Welcome to Succession Wealth
We are a national independent financial advice firm with offices across England and Scotland. When you choose to work with us we promise to provide an exceptional, personal service tailored to your unique financial dreams and aspirations.
Assets Under Advice
At Succession Wealth
Wherever you are in your journey, whether you are planning for retirement, investing for your children’s future, or wanting to realise your own lifestyle aspirations, we are here for you. We will work with you to develop your individual financial plan and be with you every step of the way, monitoring and adjusting your investment strategies with the aim of keeping you on track.
With a personalised financial plan, our experienced Wealth Planners will give you the knowledge and confidence you need to make decisions that are right for you, your family, and your future. But our advice and support doesn’t end there. Our ongoing planning process will ensure we remain by your side to navigate you through life's obstacles and help you maximise financial opportunities.
Find a Wealth Planner within 10 miles
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.