Succession Wealth
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.
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.
Succession Wealth, 3000 Aviator Way, Manchester, Greater Manchester, M22 5TG
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Telephone
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Online (Live chat, video, email)
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Face to face
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