Independent financial advice in Sheffield
Based in and around Sheffield, our team of independent financial advisers provide thoughtful and holistic whole-of-market advice to individuals with £250,000 or more in total across pension and investment savings. This tailored advice helps clients make informed financial decisions and navigate life with confidence.
Whether you're planning for retirement, looking to preserve and pass on your wealth, investing for the future or seeking greater financial certainty, we'll take the time to understand what's important to you and create a plan that reflects your goals.
Realise your financial goals and prepare for life's most important moments.
Call us directly on 01142 630032 or
Local advice backed by national strength
Our team of independent financial advisers in Sheffield take the time to understand your unique circumstances, goals and aspirations.
While you'll benefit from a dedicated local adviser, you'll also have access to the expertise and resources of a nationwide network of more than 190 highly qualified financial advisers. Whether you prefer to meet at home or visit our Sheffield office, we're here in a way that works for you.
As an Associate Firm of the Personal Finance Society, the UK's leading professional body for financial advisers, we are committed to maintaining the highest standards of professionalism, ethics and client care. Our focus is on building long-term relationships based on trust, understanding and personalised advice.
We're also supported by the strength and stability of Aviva Group. Combined with our independent approach, this means we're free to recommend solutions from across the whole market, helping you feel confident that your wealth is working towards the future you want for yourself and your family.
Why choose us
Our nearest office to you
Omega Court, 350 Cemetery Road, Sharrow, Sheffield, S11 8FT
As part of your local community, we provide personalised advice designed to support you through life's changing priorities and financial decisions.
What you can expect
Taking the first step towards independent financial advice doesn’t need to be complicated. Your first meeting is a chance to discuss your goals, priorities and any questions you may have. There’s no cost, obligation or pressure. We’ll take the time to understand your circumstances, answer your questions, explain how we can help, outline next steps and provide a clear explanation of our fees.
Why local clients choose our planners
Read more verified client reviews
[Our planner] has listened carefully, understood our requirements, and has made arrangements for them to be met in an efficient way. Sensitivity and consideration has been demonstrated at every stage and at no time have we felt that anything other than our interests were being pursued.
Clear and transparent fees
We believe financial advice should be straightforward and easy to understand. That's why we're open and transparent about our fees from the very beginning.
Your first meeting with us is at our expense and comes with no obligation. If you decide to move forward, we'll clearly explain our charges, what they cover and the value you can expect to receive at every stage.
Our goal is to help you make confident financial decisions, with complete clarity over costs, services and the benefits of the advice you receive.
A truly independent approach
As an independent financial advice firm, we're free to recommend solutions from across the whole market, selecting those that best meet your individual circumstances, goals and long-term aspirations.
We work with clients who have £250,000 or more in pension and investment assets, helping them make informed financial decisions with confidence. Whether you're planning for retirement, preserving wealth for future generations or seeking greater financial certainty, we'll create a personalised plan designed around what's important to you.
Our areas of expertise include:
Inheritance, estate and trust planning – helping you preserve and pass on your wealth in line with your wishes,
Savings and investment planning – helping your money work towards your long-term goals,
Pensions and retirement planning – creating a strategy for the retirement lifestyle you want,
Financial protection – helping protect your family, business and financial future,
Mortgages and equity release – supporting major life decisions with tailored borrowing solutions.
Ready for a conversation?
Rated Excellent on Trustpilot, our clients have reviewed us highly and which parts of our service they praise and would recommend.
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4.8★ rating on VouchedFor, an independent service that lets you find, rate and review financial advisers across the UK.
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Please note, the Financial Conduct Authority does not regulate advice on taxation, Trusts or Estate Planning. Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.
Succession Wealth Management Limited is registered in England & Wales at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number: 07882611.
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