Hugo Clay

Chartered Financial Planner

Fellow of the Personal Finance Society (FPFS)

Chartered Financial Planner (CII)

Advanced Diploma in Financial Planning (CII) - APFS

Hugo joined Succession Wealth Management in February 2019, having previously worked for Mazars Financial Planning in London. Hugo focuses on understanding his clients’ lifetime goals and working with them to bring these to fruition. A key aspect of the planning involves personalised cashflow modelling to provide the visibility and confidence to make key decisions.

"Outside of work, I’m often following rugby, cricket or football. In the winter, I enjoy getting away to the ski slopes!"

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