Hugo Clay – Birmingham

Associate Planner

Hugo joined Succession Wealth as an Associate Planner in February 2019, having previously worked at Mazars Financial Planning on the graduate scheme.

Hugo enjoys assisting clients in achieving their personal lifestyle and financial goals. In particular, he is keen to use Cashflow Modelling to produce financial plans that may include tax-efficient income strategies, Inheritance Tax mitigation, investments and protection planning.

Hugo holds the Diploma in Financial Planning and is currently studying towards becoming a Chartered Financial Planner. He previously achieved a BSc First Class Honours Degree and an MSc Distinction, both from Manchester Business School.

Outside of work, Hugo follows most sports and likes to travel. He plays Golf in the summer and enjoys skiing in the Alps in the winter.

07552 539 192

Not who you are looking for?