Succession Wealth
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
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 accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
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 dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Plymouth, 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.
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Online (Live chat, video, email)
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Face to face
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