Our Values

Everything we do at Succession is guided by our Purpose, Vision and Values, all of which have been carefully considered and crafted to put the client at the heart of our business. We work as one team, working closely together so that our clients gain from our collective knowledge and expertise. To achieve this, our Purpose, Vision and Values also set out our expectations of each other.

Our Purpose

To build meaningful, lasting relationships with our clients and add value to their lives through our be-spoke five-step financial planning process. By getting to know our clients, their goals and aspirations, we support their aims to realise financial confidence and independence.


Our Vision

To be the trusted adviser of choice. We strive to create relationships built on trust, so our clients feel that they’re in safe hands. Looking after a client’s wealth is a privilege and one that we never lose sight of. We regularly check that we’re achieving this, and in our last survey 82% of our clients said they would be happy to recommend us to friends and family. To realise our vision, we consistently focus our efforts on delivering quality advice and an excellent 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 - Client focus - we always act to support and benefit our clients.

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

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

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

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

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


To achieve our values, we commit to:

  • Act with integrity – always do the right thing

  • Show respect – to our clients and our colleagues

  • Collaborate – to deliver positive outcomes for all

  • Deliver value – through our client-focussed experience


At each stage of your journey with us we will explain our processes, decision-making and recommendations so that you can be confident in our advice and that your financial plan is in safe hands.

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

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.

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