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

IMF: UK 'long way from recovery'

The UK economy is still a long way from "a strong and sustainable recovery", the International Monetary Fund warns.

Ford to shut Australian production

Ford Motor says it will shut all its Australian manufacturing plants by October 2016, after more than 85 years making cars in the country.

PM hails tax deal amid Google row

David Cameron hails an EU agreement to close tax loopholes as a "turning point", as Google's boss urges politicians to "sort" the system.

News feed courtesy of BBC

Download our corporate brochure

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

Download pdf

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.

succession-financial-management/

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.

Read Success Magazine

Download Magazine

Download the Spring/Summer 2013 issue of Success Magazine for free

Founding partners

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