What we do

Succession Group is a national, wealth management advisory brand, which offers a truly differentiated advice service. We strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients and providing a bespoke solution for corporate clients.

Overseeing an investment strategy should not be a day to day job for our clients – but it is ours.

Latest Business news

Apple's Tim Cook defends tax claim

Apple boss Tim Cook defends its tax strategy at a Senate hearing, after the tech giant is accused of being among America's largest tax avoiders.

HMRC to miss tax credit fraud target

The UK tax authority's failure to hit a target of reducing tax credit fraud and error has "cost the taxpayer dear", a committee of MPs says.

Microsoft unveils Xbox One console

Microsoft unveils the third generation of its video games console in an event at its headquarters at Redmond, Washington.

News feed courtesy of BBC

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Find out more about the comprehensive range of advice and services available.

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Wealth Management

Wealth Management

This is where we work with Private Clients in the design and delivery of Investment solutions for single premiums. Generally for those with £100,000.00 and more to invest, our Financial planners will guide you through our unique investment process.

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Financial Management

For those clients that are aspirational, and looking to build up and create wealth, then our Financial Management arm is the best place to start. Be it, pensions, investments or savings, our Financial advisers will be able to find the solution best suited to your needs.

Benefit Solutions

Benefit Solutions

Here we work with companies in the design and delivery of Employee benefits. From Group Pension scheme's to Share incentive's, and even cycle to work scheme's, Benefit Solutions will work with you, the employer, to tailor a package specific to your needs.

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Founding partners

  • WFP
  • CDFS
  • Succession Benefit Solutions
  • TFMG
  • Westpoint