The trusted home of independent financial advice
Here at Succession Wealth, our financial planning is shaped by what matters most to you. As independent advisers, we offer whole-of-market advice across generations - helping you grow, protect, and transfer your wealth with confidence.
Our advisers provide an exceptional, personal service to clients across the UK. We’re committed to clarity at every stage - offering clear and transparent fees alongside expert advice you can trust. With approximately £9.2bn under advice, we’re proud to be the choice of more than 18,000 clients nationwide.
Begin your journey to financial freedom today.
Clear and transparent fees
We believe financial advice should be straightforward, with no hidden costs. That’s why we take a clear and transparent approach to our fees.
Your first meeting with us is at our expense and comes with no obligation. From there, we’ll explain exactly what our fees are and what they cover at every stage.
Our goal is clear: to help you feel confident about your financial position and ambitions, with complete clarity on costs and value throughout your journey with us.
Take a look at our simple, easy-to-understand fee structure.
Realise your financial goals
Enjoy financial planning that’s tailored to your ambitions and designed around what matters most to you. We focus on building lasting relationships, working with you to create and manage a financial plan that supports your long-term objectives - with an expert adviser by your side every step of the way.
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Why choose us
Our team is committed to delivering a welcoming, dedicated service to every client, combining local presence with nationwide reach.
We provide outstanding, independent financial advice through a team of highly qualified advisers who uphold ethical standards and professionalism at all times. As an Associate Firm of the Personal Finance Society, we demonstrate our commitment to best practice and integrity.
We focus on what matters most to you, through diligent risk management, an evidence-based investment approach, and the expertise to tailor advice to your individual needs.
Independent advice, supported by strength
We're an independent financial planning firm, committed to helping you make informed decisions about your future. We offer access to whole-of-market investment solutions, carefully selected to suit your individual goals and circumstances.
Alongside our independence, we are part of the Aviva Group, a well-established name in UK financial services. This relationship provides additional strength and resources, enabling us to deliver advice with confidence and security.
Our values
Everything we do is guided by our purpose, vision, and values. We ensure our work is carefully considered, and our experts take a tailored approach that listens to clients and places them at the heart of every decision.
Our values shape how we work as a team - encouraging us to think about the long-term impact of our actions and always strive to do what’s right for our clients.
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Find out why our clients have reviewed us highly and which parts of our service they praise and would recommend.
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VouchedFor is an independent service that lets you find, rate and review financial advisers across the UK.
Read reviews from real clients to find out about the tailored relationships our clients have enjoyed with their wealth planners.