Bankhouse Financial Management Ltd

We are delighted to welcome clients of Bankhouse Financial Management Ltd to the Succession Wealth family.

Please be assured, as you would expect, we will continue to offer you the highest level of service.


You can access your Bankhouse/Standard Life Connect Login here.


If you have any questions, or are seeking any more information, please don’t hesitate to get in touch using the contact details below.

You can call us on 0117 927 6026, email us at hello@successionwealth.co.uk, or write to us at Whitefriars, Lewins Mead, Bristol, BS1 2NT.

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.