Life at Succession

Succession Wealth began as a private start-up in 2009, and has grown exponentially to become a leading independent financial planning and wealth management company.

Our advisers stretch the length of the UK, and support the fully integrated management of c£10bn of client funds by delivering on our promise of a client focused approach.

Our Vision

We want to be the trusted adviser of choice to every client we work with. To achieve this vision, we:

  • Act with integrity – we always do the right thing

  • Show respect – to our clients and to each other

  • Collaborate – to drive positive outcomes

  • Deliver value – through our client experience

Our Values

As we put our clients at the heart of everything we do, it’s only right that we embed CLIENT into our values:

C - lient focus - we always act to support and benefit our clients.

L - ong term - our financial plans are built based on individual needs, but always aiming for long-term financial confidence for our clients.

I - ntegrity - our work and decisions are always conducted with utmost integrity.

E - fficiency - we continuously evolve what we do with the aim of meeting, and exceeding, our clients’ expectations.

N - imble - our strategic thinking, processes and leadership are nimble and effective to the benefit of our clients.

T - eamwork - we believe that working together across our talented team, enables us to deliver quality advice backed up by an excellent client experience.

Our People

Succession is committed to creating and maintaining an inclusive environment where diverse perspectives and voices are brought to the forefront; we know that this creates dynamic teams brimming with new ideas.

Our People Team works hard to provide the range of wellbeing support necessary for our teams to thrive, and our monthly wellbeing initiatives drive a culture dedicated to the overall wellbeing of our colleagues.

Succession is committed to the ongoing development of our teams, so that our colleagues are able to achieve both personal and professional fulfilment.

We recognise change as a means to grow and evolve, which is why we launched our Agile Working Policy in 2021 to reflect and respond to the changing needs of our clients and colleagues. This gives our teams the flexibility of hybrid working where work is divided between the home and the office.