Plan for the future, plan for success.

Delivering independent financial advice to offer you peace of mind and financial wellbeing. Your ambitions are unique, and we want to work with you to realise them.

Begin your journey to financial freedom today.

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Welcome to Succession Wealth

We are a large national financial advice firm. Our teams of Wealth Planners deliver high-quality independent advice to thousands of clients across the UK. When you choose to work with us we promise to provide an exceptional, personal service tailored to your unique financial dreams and aspirations.

Learn more about us

At Succession Wealth

Wherever you are in your journey, whether you are planning for retirement, investing for your children’s future, or wanting to realise your own lifestyle aspirations, we are here for you. We will work with you to develop your individual financial plan and be with you every step of the way, monitoring and adjusting your investment strategies with the aim of keeping you on track.

With a personalised financial plan, our experienced Wealth Planners will give you the knowledge and confidence you need to make decisions that are right for you, your family, and your future. But our advice and support doesn’t end there. Our ongoing planning process will ensure we remain by your side to navigate you through life's obstacles and help you maximise financial opportunities.

Roger Marsden

CEO, Succession Wealth

Let’s get to know you better

We’ll work with you to build a personal financial plan that’s designed to help you achieve your individual ambitions. We will ask you a couple of questions to understand if our services can help you.

Who do you need tailored advice for?

Me and my familySomeone else

Find a Wealth Planner within
10 miles

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.

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