Getting To Know Our Clients
Since 2009, we have built a national firm of more than 190 Wealth Planners delivering high-quality independent financial advice to more than 19,000 clients throughout the UK.
We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations.
What Can You Expect When You Work With Us
Independent advice: You will benefit from independent, unrestricted advice.
Satisfaction: We are proud that we now have over 1,400 reviews from highly satisfied clients on VouchedFor with an average rating of 4.8/5.
Reassurance: We’re an established network of independent experts who are trusted by clients all over England and Scotland to deliver for them.
Ongoing engagement: Financial planning shouldn’t be a one-time event. We always seek to build long-lasting relationships with our clients.
Why Choose Us
We know that in a fast-changing world, security and peace of mind are priceless, and that financial wellbeing is a vital part of achieving a superior quality of life.
Our clients rely on us to help them feel financially secure, confident and independent.
Our Values
At Succession, everything we do is guided by our Purpose, Vision and Values, all of which have been carefully considered and crafted to put our clients at the heart of our business.
Succession Giving
Since 2009, we’ve supported a variety of national and local causes through fundraising and volunteering as part of our Succession Giving programme.
Our Executive Team
Our Executive Team bring a wealth of experience and specialist knowledge to their roles. Together, they share leadership of the day-to-day management of Succession, as well as the delivery of our long-term vision and commitment to an exceptional client experience.
Our Investment Philosophy
We understand that you have your own dreams and aspirations when it comes to investing your money. That’s why we offer a wide range of investment solutions tailored to your individual objectives, timeframe and risk profile.
We are proud to offer independent financial advice, and our investment matrix reflects this. All the investment solutions we recommend are suggested based on understanding your personal investment goals. In the eventuality that we identify you have a need not satisfied by our matrix solution we will review the whole of the market as we will only ever recommend what is appropriate for you.
Our Fees
Our job is to help you feel more confident about your financial position and ambitions, so we believe in taking a straightforward and transparent approach to our fees.
If you choose to work with us, we’ll clearly explain how much our fees are, and what they cover at every stage of our relationship.
Literature
Our Services & Fees Brochure
Succession Wealth
We know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams.
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Our Guide to Investing
Succession Wealth
Through our qualified expert Wealth Planners, we’re able to offer independent advice and recommend solutions and investments to you from the whole of the market, without having to compromise.
Download now