Succession Wealth
Initial consultation free
Independent
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
We can advise you on
Clients
helped
255helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£500k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Graham Brodie
Wealth Planner
Robert Macdonald
Wealth Planner
What our clients say
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Mr and Mrs Allison
We have developed an excellent relationship with Graham, (Brodie), Succession Wealth Planner) since becoming his clients. He has taken the time to get to know us as individuals and as a family and...
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Miss Morris
Graham (Brodie) allows my financial knowing to grow. I have learnt so much having his services. He is so accessible, both supportive and flexible in his approach and approachability. I am aware
that...
mc
Ms Cameron
Paul (McFadyen) listened very carefully to my requirements and my lifestyle and hobbies, also my family circumstances. I feel he took all these into account when guiding me to the best outcomes for...
mw
Ms Wallis
Graham (Brodie) was excellent at providing information and support regarding my financial situation, pension and the best way to manage my inheritance to increase my security and also widen the...
md
Mr. D
Paul (McFadyen) helped my wife and I set up our Life Insurance, Critical Illness cover, Wills and Trusts. He was extremely helpful, attentive and efficient throughout and we would recommend his...
mj
Mr J
After meetings to understand my plans and future expectations,
Paul (McFadyen) prepared a proposal for consolidation of my three separate pension funds and an investment strategy that should deliver...
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