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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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 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.

 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 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.

What we do

Time to get busy living?

We work across the UK to help grow, protect and transfer wealth with confidence.

Tailored wealth management, shaped by what matters to you.

Don't just take our
word for it

Begin your journey to financial freedom today.

The trusted home
of financial advice