Bristol financial advice - Plan for your future, plan for success
Delivering thoughtful, considered advice for well over a decade, our Bristol financial advisers aim to help you realise your financial goals. We pair our defined values with the expertise necessary to deliver holistic financial wellbeing for every client.
Why Succession Wealth?
19,000+ Advised Clients
190 Wealth Planners
C.£9bn Assets Under Advice
19 Offices Nationwide
4.8/5 VouchedFor Rating
Meet your Bristol financial advisers
Our team of wealth planners deliver high-quality independent advice to hundreds of clients across the UK. Meet the Bristol team ready to help make decisions that are right for you, your family and your future.
So, why us?
We place our clients at the heart of everything we do, because we believe that looking after other people’s wealth is a privilege. Working with us, we will help you gain clarity on what's important to you and your family, build your financial plan and provide you with the peace of mind and confidence that you're on the right track.
A national business that’s local to you.
Our team of over 190 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 ethical practice and high levels of professionalism. We build relationships based on trust.
Trusted adviser
No matter how simple or complex your finances are, or what stage you’re at in life, our Bristol-based financial advisers will always respect the trusted role we play in ensuring your financial wellbeing.
Essential financial insights
From market commentary through to insights around late career and retirement planning, enjoy our expertise in every area of financial wellbeing with Succession Wealth’s written resources.
Time to get busy living?
We understand that you have your own priorities, needs, dreams and aspirations when it comes to your wealth. And we know that in a fast-changing world, security and peace of mind are priceless, and that financial wellbeing and independence are vital for you to have the confidence to live the life you desire. Get in touch and enjoy your free consultation.