Hugo Clay – Birmingham
Wealth Planner
Hugo joined Succession Wealth as an Associate Planner in February 2019, having previously qualified via the Mazars Financial Planning graduate scheme.
Hugo enjoys assisting clients in achieving their personal lifestyle and financial goals. In particular, he is a firm believer in the use of Cashflow Modelling to produce financial plans, that incorporate tax-efficient income strategies, inheritance tax mitigation, investment and protection planning.
Hugo is a Chartered Financial Planner. He previously achieved a BSc First Class Honours Degree and an MSc Distinction, both from University of Manchester.
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
