Succession Wealth is a top-tier UK wealth management and financial planning business. We look after £7.75 billion of client funds for more than 20,000 individuals, families and corporations. Founded in 2009, what we have achieved in terms of growth is truly remarkable and, crucially, we have retained our independence.
Our 170 outstanding and highly qualified wealth planners work closely and in a position of trust with clients on a bespoke basis across issues such as estate planning, pension transfer, taxation, intergenerational planning, investment and trusts. The focus is always to help clients achieve their fullest financial potential, giving them clarity around their lifetime financial goals and making these goals a living reality. Ensuring all clients receive personal and exemplary service is at the heart of Succession’s ethos. We are proud to deliver a local service nationally.
As an organisation, we invest continually in our client facing and client management teams, technology and infrastructure and have our own award-winning Succession investment platform and model portfolio services. We are unique in having a dedicated Retirement Review Centre – a specialist unit set up to complement our wealth planning services.
We specialise in providing our clients with holistic finance advice; this means we look at all aspects of their financial affairs and offer expert advice accordingly. Never does one aspect of your financial affairs not interact with another part so a complete, overall picture is essential. To deliver this, we will endeavor to always build and present clients a life-long cashflow forecast so an informed decision can be made – we update this annually.
We work on a fee basis and most importantly always declare costs prior to any commitment. All first meetings are entirely at our own cost.
Succession Wealth, Buchanan Court, 132 Calton Road, City of Edinburgh, Edinburgh, EH8 8JQ
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