Succession Wealth

Independent Financial Adviser  8 Primrose Close, Cambridge, CB1 9BE
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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Taxation planning
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Michael O'Reilly
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.

Where to find us
Head office address: 8 Primrose Close, Cambridge, CB1 9BE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£10,000,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
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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