Succession Wealth

Independent Financial Adviser  Portland House, Evenlode, GL56 0NN
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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Pensions & retirement planning
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Commercial mortgages
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Joe Dancer
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: Portland House, Evenlode, GL56 0NN
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£501,000
Advice methods
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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 13th September 2021

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