Succession Wealth

Independent Financial Adviser  Tigh na Coille, Gargunnock, FK8 3BP
First meeting at adviser's own cost
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
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Pension drawdown
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Pensions & retirement planning
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Wealth management
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Ethical investments
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Investing for income
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Socially responsible investments
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Estate planning
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Income tax
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Taxation planning
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Graham Brodie
Wealth Planner
What our clients say
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 options available to me in my life.
Ms Wallis, Midlothian
About us

Succession Wealth are one of the UK’s largest privately-owned national wealth management businesses, who have achieved Associate Firm status aligned to the Personal Finance Society (PFS).

Our services

Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Truro, supporting thousands of individuals, families, corporations, and schools to achieve more with their money.

By offering tailored advice on matters such as cashflow and generational planning, as well as ongoing financial services, we’re able to support people to achieve their goals throughout their lifetime.

Where to find us
Head office address: Connery House, Repton Place, White Lion Road, Amersham, HP7 9LP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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