Covid-19 Update


At Succession Wealth we care about our clients and our staff, and the Covid-19 pandemic has, and will continue to, impact not only our team but also our clients and prospective clients, along with the global community as a whole. The safety of our employees, together with supporting our clients during this time is a priority.

We have asked all our employees normally based in our offices to work from home, including all our Wealth Planners and Support teams. Like so many of you, we are now trying to balance our professional and personal responsibilities in new and unexpected ways, while continuing to ensure that we support you when you need it.

As and when the situation changes and progresses, we will provide updates on this page, and will continue to do everything we can to support our clients during this unprecedented time.

We hope you remain safe and well, and please don’t hesitate to contact us at if you have any questions.