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Why Choose Us
We know that in a fast-changing world, security and peace of mind are priceless, and that financial wellbeing is a vital part of achieving a superior quality of life.
Our clients rely on us to help them feel financially secure, confident and independent.
Getting To Know Our Clients
Since 2009, we have built a national firm of more than 170 independent Wealth Planners delivering high-quality advice to more than 17,000 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.
Our Values
At Succession, everything we do is guided by our Purpose, Vision and Values, all of which have been carefully considered and crafted to put our clients at the heart of our business.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.