Destination Financial Planning

Now part of the Succession family.

As part of an exciting new chapter for the team of Destination Financial Planning, we are now part of the Succession Wealth Group which is part of the Aviva Group of companies.

Since our acquisition last year, we’ve taken some time to review and refocus our business. As part of this shift, we’ve decided to discontinue this particular service so we can concentrate on other areas of our financial planning work, therefore we are no longer accepting new business.


If you would like to find out more or require support, then you can contact us directly at:

Call us: 0113 224 2800

Email us: hello@successionwealth.co.uk

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

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