Trusted financial advice in Bristol

Please note, The Financial Conduct Authority does not regulate advice on Taxation, Trusts, and Estate Planning.

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.

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We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term. 

With a nationwide network of highly qualified financial advisers, we offer financial planning tailored to your ambitions, not just your assets.

Our full financial planning service covers a range of areas, such as planning for your retirement and passing on your wealth.

It sounds superficial in many ways, but financial planning and advice could really help you live a more fulfilled life.

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…

 Good financial planning and advice should last a lifetime, and it’s our job to be there for you every step of the way.

Since 2009, we have built a national firm of more than 190 Wealth Planners delivering high-quality independent financial advice to more than 19,000 clients throughout the UK.

Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build.

What we do

Time to get busy living?

Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build.

Tailored financial planning, shaped by what matters to you

Don't just take our word for it

Begin your journey to financial freedom today.