For all your
life's ambitions.

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

Delivering independent financial advice to offer you peace of mind and financial wellbeing. Your ambitions are unique, and we want to work with you to realise them.

Our teams of Wealth Planners deliver high-quality independent advice to thousands of clients across the UK.

When you choose to work with us we promise to provide an exceptional, personal service tailored to your unique financial dreams and aspirations.

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 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

Time to get busy living?

It’s a service that helps you maximise quality time with those you love the most, in the places closest to your heart.

Great wealth management is more than advice.

Don't just take our word for it

Begin your journey to financial freedom today.