Map out your financial future, whatever your life's ambitions.
Great
wealth management is so much more than simple advice. It’s a service that helps you maximise
quality time with those you love the most, in the places closest to your heart.
We free
up your time and help you plan for success with considered, thoughtful wealth management
advice.
19,000+
Advised Clients
190
Wealth Planners
C.£10bn
Assets Under Advice
19
Offices Nationwide
4.8/5
Vouchedfor Rating
As
well as supporting your financial aspirations, our wealth planners guide you through life’s
bigger moments, helping you to realise your financial goals.
We strive to deliver
holistic financial wellbeing for every single client.
What do we do?
How wealth management could improve your quality of life
Our
full wealth management service covers a range of areas, such as protecting your assets, planning
for your retirement and passing on your wealth. It sounds superficial in many ways, but
financial planning and advice can really help you live a more fulfilled life. Here’s
how:
Good
financial planning and advice should last a lifetime and it’s our job to be there for you every
step of the way.
Growth
Our expert Wealth Planners can introduce you to a range of investment strategies designed to maximise your income and grow your wealth
Security
Well-considered planning can help you protect your finances, your family and your future
Confidence
Understanding your financial position can help you plan to maintain your current lifestyle, without affecting your long-term comfort
Vision
It’s important to know whether you’ll have enough money to fund your aspirations, or if you might need to adjust your finances and your goals
Wellbeing
We believe that financial wellbeing is a vital element in achieving a good quality of life, alongside your physical and mental health
Learn how we can help
To book an initial meeting with your local wealth planner, complete the form below and we’ll be in touch.
Please note: The Financial Conduct Authority does not regulate advice on taxation.
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. For further details on authorisation and registration details, please refer to the Key Disclosures section.
What will my first meeting look like?
We’ll listen
We’ll answer all your questions
We’ll provide a clear and detailed summary of the costs you will incur
We’ll create a clear plan for the next stage of your journey
Having
an open conversation allows us to give you an honest appraisal of where we feel we can help, how
we can add value and what we will be able to do to help you achieve your
ambitions.
In our first no-obligation meeting, you can expect to leave with a clear
idea of what the next steps will be and how much we will charge, if you decide to engage our
services.
We’ll create a clear plan for the next stage of your journey
Whether
you’re looking for family advice or portfolio management, we free up our clients’ time so they
can enjoy life’s most precious moments…
Get in touch and enjoy an initial free
consultation.