Succession Wealth

Independent Financial Adviser  Finlay House, Glasgow, Lanarkshire, G1 2PP
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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Annuity purchase
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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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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Paul Scarff
Wealth Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assessed a knowledge and understanding of portfolio investment management.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Graham Brodie
Wealth Planner

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This unit concentrates on products, services and legislation that inform the financial planning and advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Robert Macdonald
Wealth Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Certified Financial Planner Chartered Financial Planner
What our clients say
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 his advice is tailored to our specific needs in all areas. He is approachable, straightforward, well informed, organised and thoroughly dependable. All information is provided in written form after Graham has explained it to us, giving us time to consider our options. When making important decisions nothing is overlooked nor is it looked at in isolation as Graham has an holistic approach to all our requirements and has never let us down The ultimate decisions are ours to make but thanks to Graham we can make informed choices based on facts and made in a personal context.
Mr and Mrs Allison, Falkirk
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
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 in life there are really few stupid questions more stupid (meaning unaware) people that dont ask. One of the many things I appreciate about Graham is he invites me to choose for me first and to question him when i dont receive clearly what is discussed. If I require more he is willing to present it in such a way that I still fundamentally am empowered. He is incredibly gifted and has great capacities with people and bringing out knowing.
Miss Morris, Dumbartonshire
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 services to anyone. In particular, my wife and I had only a limited understanding of the products and services and Paul made time to talk us through them in plain terms (no jargon!).
Mr. D, Edinburgh
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 for my future. Following my agreement, Paul enacted the plan and has managed the investment since then, providing regular reviews. I'm now happily retired and confident my future income requirements are well managed with investments outperforming my expectations.
Mr J, Airdrie
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 my particular needs. I think Paul provides an honest, professional service. He listens very carefully to what is being said by his client, so I don't think there is anything that could have been done better.
Ms Cameron, Glasgow
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: Finlay House, 10-14 West Nile Street, Glasgow, G1 2PP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021

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