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.

Our Wealth Planners and support teams are now working both from home and the office and remain committed to providing an uninterrupted service.

We will continue to do everything we can to support our clients according to their wishes from telephone or video calls, to in person meetings at home or in our offices.

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