Company & Values

Succession Group delivers rich and rewarding experiences for private and corporate clients, with tailored Wealth Planning solutions to achieve your financial goals and expectations throughout each stage of your life.

At Succession we have three core values:

  • We believe everything starts with you and what you want to achieve
  • We help you identify what is important, bringing clarity and confidence to your future
  • Our aim is to bring you financial peace of mind

Succession Group shares a powerful and privileged connection with more than 17,000 clients who have chosen to engage with our award winning services, and benefit from our innovative solutions. Over £10.5bn is entrusted to our specialist Wealth Planners and Advisers. Key to this are the principles of value, trust and excellence.

We are the fastest growing Wealth Planning brand in the UK, with 20 offices and more than 200 staff nationwide. We are also the only Wealth Planning business to control and own all of the services and solutions that are essential to deliver a true end-to-end wealth planning solution designed to help you achieve your lifetime financial goals.

Our three distinct and complementary advice services are the key to helping you unlock your potential wealth and to secure a better financial future:

  • Succession Wealth Management is our independent Wealth Planning service. Our unique five step process, The Key to Success, culminates in the creation of a credible strategy called Your Succession Plan, to help you live the life you truly desire without the fear of running out of money.
  • Succession Financial Management provides straight forward solutions for clients seeking protection and mortgage advice as well as a pension and investment advice for clients who are saving and building capital for a secure and financially independent future.
  • Succession Benefit Solutions provides bespoke corporate solutions to employers, together with tailored financial services for their employees. We help business owners cater for the complex needs of staff and management teams with healthcare, risk benefits, pensions and flexible benefit solutions. This is a niche market and we work with a panel of market leading providers with the expertise to deliver for our clients.