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