Company & Values

Succession was established in 2009. Our founding aim was to create a financial planning firm unrivalled in expertise and unmatched in the level of its personal service to clients.

Today, Succession Wealth is the UK’s leading independent wealth management and financial planning business. Our clients come first and are at the heart of everything we do. Over 20,000 individuals, families and corporations now entrust us with £8bn of their hard-earned money.

As an independent, privately owned company, our priority is looking after the financial wellbeing of our clients. Our ethos is to help every individual and business we serve reach their fullest financial potential, and we do everything we can to make their money work as hard as possible.

We are truly a national business which delivers a personal and localised service. We have more than 600 dedicated staff located in Succession Wealth offices across the breadth of the country. Our financial planners are qualified to the highest standards and have in depth understanding of the objectives and financial challenges our clients present.

Our entire team is supported by the latest technology and infrastructure, including the award-winning Succession investment platform and model portfolio facilities. We are the only independent financial services company in the UK to own and control the complete portfolio of services necessary for true end-to-end wealth planning.

From assessment to delivery and implementation, we tailor every aspect of our service to each client’s specific requirements. Whether we are helping them to plan for retirement or protecting and preserving their wealth, our solutions are always bespoke.

We offer our clients three distinct but complementary advice services:

  • Succession Wealth Management provides a sophisticated assessment of an individual’s financial ambitions, views on risk and key financial milestones. It delivers a bespoke financial plan with tailored recommendations.
  • Succession Financial Management provides mortgage and protection advice, combined with a straightforward investment service.
  • Succession Employee Benefit Solutions provides a suite of employee benefits designed to ensure business owners cater for the complex needs of staff and management teams. Benefits include healthcare, risk benefits, pensions and flexible benefit solutions.