Succession Wealth

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, Succession Wealth is one of the UK’s largest privately-owned national wealth management businesses, and who have achieved Associate Firm status aligned to the Personal Finance Society (PFS). Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Truro, supporting thousands of individuals, families, corporations, and schools to achieve more with their money. By offering tailored advice on matters such as cashflow and generational planning, as well as ongoing financial services, we’re able to support people to achieve their goals throughout their lifetime. Whilst we are a truly national business, able to offer our clients exceptional levels of service and expertise, we never lose sight of what our clients need from us. We recognise that our clients have busy lives and want to make it as easy as possible for them to gain access to our network of Wealth Planners. That’s why our focus remains on delivering local, face-to-face advice, and easily accessible support whenever it’s needed.