Our specialist Succession Sports advisers are dedicated to supporting the unique financial requirements of people working within the sports profession.
Helping you achieve financial freedom
As a team of Wealth Planners and investment experts who are highly experienced and focussed on working with professional sports men and women, we understand how to help you achieve financial independence and the life you want to live.
We know that as an elite sports person you have unique requirements and need to plan for your future early. Our role is to help you make that plan, avoid costly errors, and achieve financial wellbeing both now and after your retirement.
We take a structured approach to creating a financial plan that’s individually tailored to your current circumstances, which can be regularly reviewed and updated in line with your evolving aspirations for the future.
A trusted adviser
We are trusted advisers to many high-profile sporting professionals and their families. The close relationships we build are the result of the time we invest in getting to know you, your concerns, what matters to you, and what you want to achieve.
Our clients know that their privacy will never be compromised by working with us. And we often work closely with clients’ other professional advisers, so if you have your own specialist tax adviser, accountant or lawyers, we will happily work collaboratively with them.
Although we are fully independent Wealth Planners, we have established professional relationships with chosen sports agencies. Our contacts with agencies refer us to their clients because they value and trust our high-quality advice, our exceptional client service and the peace of mind we provide. With our guidance, their clients can be confident their long-term financial security is being taken care of.
Providing Outstanding Service
When your career is in full flight, it’s easy to lose sight of what’s ahead. With the assistance of cashflow modelling technology, we can illustrate how different choices under different scenarios could affect your future financial position. This can be a useful guide for discussing possible future outcomes in straightforward terms.
Many of our clients transition to lucrative careers in coaching, media, public speaking, and property ownership. Whatever you choose to do, we will help you build a plan that provides financial confidence for the future, and support you every step of the way.
Succession Sports and Entertainment
Succession Sports Brochure
We all work together and support each other. So, when you engage one of our Wealth Planners, you benefit from their expertise, and the collected skill and experience of our whole national network of colleagues as well.Download now
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.