Succession Wealth Ltd, Caulfield House, Cradlehall Business Park, Highland, Inverness, IV2 5GHMake an enquiry
We have invested in both our people and our infrastructure, all of this is to ensure that we deliver a financial planning process that your wealth deserves. We enshrine a team approach to every client so that no matter who you make contact with, they will be aware of you and your circumstances.
We know that everyone has individual needs, and situations differ from person to person. This is why we are passionate about ensuring our financial planning is holistic and bespoke to each client
We will be spending time getting to know and understand you and your family, identifying your goals and objectives, in order to put your Succession Plan in place. We will also collaborate with the other professional advisers you employ to ensure an integrated solution. This alone sets us apart from our competitors.
With offices in both Inverness & Elgin our four Financial Planners have over fifty years experiences in the Financial Services Industry. With Duncan Mackenzie holding Chartered status, Chris Dunn, Daniel Murdoch and Jake Bernardi are all following suit and working towards this.
Specialist in Pension and Final Salary schemes.
We value our clients as individuals and continue to have a lifelong relationship with them.
This individuality allows us to have an in-depth knowledge of their financial affairs and enables us to provide a bespoke financial plan, with the ability to evolve over the years and adapt to changing personal circumstances and legislation.
We also utilise external expertise in areas such as Tax and Estate Planning when appropriate to cover every aspect of a client’s financial planning requirements.
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