Why Choose Us

At Succession we focus on what’s important to you: diligent risk management, an evidence-based investment philosophy, the expertise to build a portfolio tailored to your individual needs, financial circumstances and risk profile. Plus, of course, a welcoming and dedicated service.

We strive to create relationships built on trust so our clients feel that they’re in safe hands. 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 or family.

We deliver outstanding advice

When we founded Succession Wealth, our principal aim was to build a financial planning firm unrivalled in expertise and unmatched in the level of personalised service on offer.

We are delighted to say our clients tell us we have done just that. Today, Succession Wealth is a large privately owned national wealth management business, with highly experienced and dedicated Wealth Planners located the length and breadth of England and Scotland.

We are experts

Our team of over 170 Wealth Planners includes Chartered Financial Planners, Certified Financial Planners and Fellows of the Personal Finance Society.

As an Associate Firm of the Personal Finance Society, our Wealth Planners are committed to demonstrating ethical practice and high levels of professionalism at all times.

There are also three specialist divisions: Succession Sports and Entertainment, Succession Employee Benefit Solutions, and Succession Independent Schools. This structure allows us to provide the best talent and solutions to every client challenge.

We deliver exceptional service

We place our clients at the heart of everything we do, because we believe that looking after other people’s wealth is a privilege. We treat your finances as you would yourself - with great care.

How do we know we’re doing a good job? The lasting relationships we build, often spanning multiple generations of the same family, and the feedback we receive tell us our clients are happy.

We’re just around the corner, nationwide

With local teams across England and Scotland, our wealth planning offices are just around the corner or down the road.

This is because we understand what our clients want from us: personalised planning, and easily accessible support from a trusted adviser whenever they need it.

We deliver financial confidence

Alongside physical and mental health, financial wellbeing is a vital element in achieving a good state of mind and a meaningful quality of life. But financial wellbeing can only come about when you have financial confidence.

Our Wealth Planners are here to help you take control of your finances and provide you with the confidence you need to go after the things that matter to you.

We’re an Associate Firm with the Personal Finance Society.

The Personal Finance Society is a part of the Chartered Insurance Institute group, the largest professional body for the financial planning profession in the UK. The Personal Finance Society has been given the remit to lead the financial planning community towards higher levels of professionalism through technical knowledge, client service and ethical practice.

Being an Associate Firm means we’ve demonstrated a commitment to a core set of professional principles and code of ethics set out by the Personal Finance Society.

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

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.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.