Working together for the benefit of all. As advisers we are in a privileged position, sitting at the heart of a client’s financial planning journey.
Working together for the benefit of all
Often, during our regular client reviews, we become aware of additional needs which are not within the scope of the advice that we offer. As a fellow professional, you too will know that your clients’ needs do not always fit into neat, clearly defined categories. Identifying and addressing a clients’ total requirements calls for an integrated approach and many different skill sets.
Our experience has taught us that working closely as a part of a highly skilled, multi-disciplinary team is the best way to achieve this. Clients tell us they feel a greater sense of security and peace of mind when their professional advisers work together.
We are always looking to build relationships with other trusted professionals, such as Accountants and Solicitors, who work to similar standards of conduct and regulation as ourselves, so that we can introduce our clients to them when necessary.
We believe great things can be achieved when we work together. We therefore look forward to speaking with you and discovering how working jointly could provide benefits for your clients and your practice.
Why choose Succession Wealth?
We recognise that when you refer a client to us, your own reputation and future client relationship is at stake, so you need to be confident that you are dealing with a highly reputable and fully regulated firm.
Succession Wealth was founded in 2009, with the principal aim of building a financial planning firm unrivalled in expertise and unmatched in the level of personalised service on offer.
Today, we are one of the UK’s largest national wealth management businesses and are now part of the Aviva family. Our dedicated Wealth Planners and support staff are located the length and breadth of the country, supporting thousands of individuals, families, businesses and schools to achieve more with their money.
We are also an Associate Firm with the Personal Finance Society (PFS), which is a part of the Chartered Insurance Institute group, the largest professional body for the financial planning profession in the UK. The PFS has been given the remit to lead the financial planning community towards higher levels of professionalism through technical knowledge, client service and ethical practice.
Being an Associate Firm means we’ve demonstrated a commitment to a core set of professional principles and code of ethics set out by the PFS.
As an Associate Firm, we are committed to:
Always acting in the best interests of clients
Demonstrating integrity, probity and fairness
Investing in our people
Adhering to transparent governance processes
And operating a policy of corporate social responsibility.
It also means we continuously strive to demonstrate the importance of financial wellbeing and how that can be better achieved through exceptional wealth planning and investment advice.Find out more about how we can work together