Getting To Know Our Clients

Since 2009, we have built a national firm of more than 170 independent Wealth Planners delivering high-quality advice to more than 17,000 clients throughout the UK.

We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations.

Meet our Wealth Planners

What Can You Expect When You Work With Us

  • Independent advice: You will benefit from independent, unrestricted advice.

  • Satisfaction: We are proud that we now have more than 1,400 reviews from highly satisfied clients on VouchedFor with an average rating of 4.8/5.

  • Reassurance: We’re an established network of independent experts who are trusted by clients all over England and Scotland to deliver for them.

  • Ongoing engagement: Financial planning shouldn’t be a one-time event. We always seek to build long-lasting relationships with our clients.

Why Choose Us

We know that in a fast-changing world, security and peace of mind are priceless, and that financial wellbeing is a vital part of achieving a superior quality of life.

Our clients rely on us to help them feel financially secure, confident and independent.

See why our clients choose us

Our Values

At Succession, everything we do is guided by our Purpose, Vision and Values, all of which have been carefully considered and crafted to put our clients at the heart of our business.

Explore our values

Succession Giving

Since 2009, we’ve supported a variety of national and local causes through fundraising and volunteering as part of our Succession Giving programme.

Succession Giving

Our Executive Team

Our Executive Team bring a wealth of experience and specialist knowledge to their roles. Together, they share leadership of the day-to-day management of Succession, as well as the delivery of our long-term vision and commitment to an exceptional client experience.

Our Executive Team