Succession Giving

Throughout the year, everyone at Succession is encouraged to get involved with fundraising and volunteering activities, with all funds raised split equally between the national and local charities we support.

In 2021 we raised over £33,000 for well deserving causes. We also volunteered over 300 hours within the communities we serve.

Since the launch of Succession Giving in 2009 we have supported a range of national and local causes. Both our national and local nominated charities change periodically.

Succession Wealth Communities Day
In June of each year, we hold our Communities Day where we give back to the local communities where our offices are based by raising funds or volunteering. Events have ranged from busking to helping at local hospitals. The proceeds we raise from Communities Day and all our other charitable efforts are matched by Succession Wealth.

Succession Giving Golf Days
We hold several golf days throughout the year, and our main fundraising event is the Succession Giving National Charity Golf Tournament, which is usually hosted in September at the Little Aston Golf Club in the Midlands. Succession staff, clients and other local professionals participate in a competitive, yet incredibly enjoyable day to raise money for charity.

If you’re interested in finding out more, please contact Mark Rogers, the Chair of Succession Giving, at: or 07837 262 571.

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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.

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