Covid-19 Update

At Succession Wealth we care about our clients and our staff, and the Covid-19 pandemic has, and will continue to, impact not only our team but also our clients and prospective clients, along with the global community as a whole. The safety of our employees, together with supporting our clients during this time is a priority.

Our Wealth Planners and support teams are now working from home and remain committed to providing an uninterrupted service. We will be using the same technology and routines that allowed us to provide remote support over the past 18 months.

As and when the situation changes and progresses, we will provide updates on this page, and will continue to do everything we can to support our clients during this unprecedented time.

We hope you remain safe and well, and please don’t hesitate to contact us at if you have any questions.