A new chapter, the same trusted advice

For over 7 years, TAG Financial Planning has supported clients with independent financial advice shaped around clarity, confidence and long-term relationships. Today, that heritage continues, delivered by the same team, but now as part of Succession Wealth, an Aviva company.

Your team

You’ll be supported by experienced Wealth Planners and dedicated support teams, delivering the expertise you would expect.

The existing TAG team have been incorporated into Succession Wealth, meaning that clients old and new, continue to receive personal, independent financial advice.

TAG Financial Planning has always been defined as much by its community as its planners. Many clients have built long-standing relationships with the team, creating a strong sense of trust and continuity.

That ethos continues today, shaping how we support every client, whether you are new to us or have worked with the team for many years.

Independent advice, backed by a national firm

Succession Wealth is now the advising firm, with the same experienced Wealth Planners and support teams at the heart of the service.

Our offering remains fully aligned to what clients value: thoughtful, independent financial planning across investments, pensions and long-term wealth management.

This is continuity, strengthened, combining TAG Financial Planning’s heritage with the scale and expertise of Succession Wealth.

Why work with us

We understand that your priorities, ambitions and financial goals are unique.

In an unpredictable world, security, clarity and trusted guidance matter more than ever.

Working with us means benefiting from:

• Experienced Wealth Planners and support teams, backed by wider expertise across Succession Wealth

• A genuinely personal, relationship-led planning experience

• Independent financial advice shaped around your goals

• A strong culture of trust, built on long-term relationships

• Access to the scale, stability and support of Succession Wealth

• A commitment to helping you make confident, well-informed decisions

What this means for you:

• A consistent and relationship-led approach to financial planning

• Personal, independent guidance tailored to your circumstances

• A service shaped by client needs and expectations

• A strong foundation for the future, backed by Succession Wealth’s national scale

Your first meeting is at our cost

There is no charge for your first meeting and no obligation to proceed.

It’s an opportunity for us to understand your aspirations and for you to explore how we can help shape your financial future with confidence.