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.
Assets Under Advice
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.
CEO, Succession Wealth
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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.
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