Wealth strategies for today's female leaders

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.

Legal Information

At Succession Wealth, we understand that even the most successful businesswomen face distinct financial challenges; especially concerning long-term financial planning, pensions and wealth transfer.

As the MoneyAge Wealth Management Company of the Year, our expert Wealth Planners understand these challenges and can help you create bespoke financial strategies which are aligned to your goals.

Whether you're shaping a business, a legacy, or a movement - we free up your time and optimise your wealth, so you can focus on what truly matters.

 Get in touch and enjoy an initial no obligation consultation.

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.

We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations.

What we do

From ambition to action

We help women navigate unique financial challenges with strategies designed for leadership, impact and inclusion.

From boardroom to legacy planning.

Don't just take our word for it

Begin your journey to financial freedom today.