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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Taking the first step towards independent financial advice doesn’t need to be complicated. 

Completing our form puts you in touch with one of our local financial consultants who will arrange a convenient time to talk about your tax management, asset protection, retirement or inheritance planning needs.

There’s no cost and no obligation to this conversation – just an opportunity to discuss your circumstances and find out how our experts in financial advice could help you grow, protect or transfer your wealth with confidence.

Your financial wellbeing is at the centre of everything we do.

Our trusted financial planners in Leeds take the time to understand what matters most to you, then build a financial plan that gives you clarity and direction for the future through an exceptional, personal service tailored to your wealth and legacy.

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.

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Our financial planners help clients with everything from retirement and inheritance planning, to tax management, asset protection, investing, and wealth management.

Our team of financial advisers in Leeds are experts at providing thoughtful, holistic and trusted advice.

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Independent financial advice in Leeds

With more than 190 financial advisers across the UK – many holding the highest levels of professional financial planning qualifications – you’ll benefit from high quality financial advice that meets rigorous standards of knowledge, ethics and care. This level of expertise enables our independent financial advisors to remain by your side to navigate you through life's obstacles.

As an Associate Firm of the Personal Finance Society, the UK’s professional body for financial advisers, we're committed to high standards of professionalism and ethics, building a lasting tailored relationship based on trust.

Expert, local advice backed by national strength