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.

We are beginning a gradual safe return to our offices. In line with Government guidelines, we have put into place a rota of socially-distanced staff numbers in our offices, and personnel are also continuing to work from home. We are continuing to ensure that we support our clients when they need it.

The results of our risk assessment can be read here.

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 recognise the increased uncertainty that Coronavirus may be causing, and want to reassure you that we are still open for business and committed to providing you with the best possible advice and service during these unprecedented times.  Whilst we are gradually reopening our offices, our robust technology allows us to offer video conferencing instead of face-to-face meetings, as well as contact over the telephone, and therefore meetings or discussions you want to have with your Wealth Planner around your financial planning can continue to take place.

We are committed to supporting you in these times of uncertainty and you can contact your Wealth Planner on their normal mobile number and email address.  Alternatively  you can send us an email to and we’ll arrange for your Wealth Planner to call you back.  Please don’t hesitate to get in touch if you have any questions.

During times like this the need for financial advice is more important than ever, and Succession Wealth remains in a strong and stable position to provide that. Along with experienced and knowledgeable Wealth Planners who are in turn supported by their teams of Administrators, we are set up to provide you with a seamless and consistent service.  If you need any advice on your current investments, or would like to speak to your Wealth Planner about the current situation please don’t hesitate to contact them. You can do this directly using their email address or mobile number, or email and we’ll arrange for them to call you back.

Should you need to send us a document or other information securely, then please contact your Wealth Planner who will arrange access to our secure messaging and documents website. This allows you to upload documentation easily and securely.

If you need to send us a payment, the quickest and easiest way is by BACS (Bank transfer).  If this is not possible, and you need to send us a payment by cheque, then please post it to our Plymouth office: Succession Wealth, Drake Building, Plymouth Science Park, 15 Davy Rd, Plymouth PL6 8BY. Please bear in mind that the postal service may be taking longer than usual to deliver mail.

It’s important to remain vigilant and always guard against criminals who will use the current situation around Coronavirus as a way to target people.  They will try any way they can through fraudulent emails, phone calls and text messages or even use social media accounts to try and convince you they are legitimate in an attempt to get you to disclose personal or financial information. Click here (  for guidance on how you can protect yourself against such attacks.
These are worrying and uncertain times, where decisions and actions taken now around your finances could impact your financial security in the future.  Using the expertise and knowledge of a qualified Wealth Planner who recognises the need for an on-going wealth management service will help and guide you through these challenging times. If you would like support at this time, please get in touch. To arrange an initial chat, email us at and we can arrange for a Wealth Planner in your area to call you back.

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