Succession Wealth

Independent Financial Adviser  40 Tring Road, Beds, LU6 2PT
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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Defined benefit
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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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Mortgage protection
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Self-employed mortgages
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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
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Scott Covington
Wealth Planner
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: 40 Tring Road, Dunstable, Beds, LU6 2PT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£10,000,000
Advice methods
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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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