about us our wealth planners 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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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.