Succession Wealth

Independent Financial Adviser  Succession Wealth, Manchester, Greater manchester, M2 3JL
First meeting at adviser's own cost
At Succession Wealth we understand that looking after your wealth is a privilege, not a right. We are one of the leading Wealth Planning firms in the UK. We place our clients at the forefront of everything we do, constantly striving to exceed your expectations of us. Succession Wealth is a national business that delivers personal service at a local level.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Stuart Crandle
Chartered Wealth Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification offers a postgraduate level specialist qualification encompassing the breadth of knowledge needed to provide a high quality service to clients.

Accreditations
Chartered Financial Planner
Our services

At Succession Wealth we believe that successful Wealth Planning takes the guesswork out of managing your finances, helping you understand the implications of each financial decision you make.

The Key to Success delivers a long term, coherent strategy to help you meet your lifetime financial goals and aspirations through efficient management of your wealth.

The outcome is a credible plan, which we call Your Succession Plan, a roadmap for your financial future. Your Succession Plan will provide you with the peace of mind that you are either "on track" or help you decide the best course of action if you are not.

Succession Wealth Planning service is an ongoing process rather than a one-off exercise. Your plan needs to be monitored and adjusted accordingly to ensure the best possible outcome.

Where to find us

Succession Wealth, 3000 Aviator Way, Manchester, Greater Manchester, M22 5TG

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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