My Succession Wealth Platform Login Contact Us About You About Us Work With Us Specialist Divisions Insights About You Getting To Know You You’re an individual with your own unique priorities, concerns, dreams and aspirations. Getting to know these and getting to know you is a really important part of our job. It’s also the best way for us to be able to help you achieve your goals in a way that works for you. So, why not tell us a bit more about the kind of help you’re looking for? Let's get to know you better Your Financial Planning Journey In a fast-changing and often uncertain world, financial security is priceless. Through financial planning, we can help you gain clarity over your current financial picture, create a vision for your future and design targeted, tailored planning to help you get there How can we help? Your Financial Advice Needs Good financial planning and advice should continue throughout your lifetime, and it’s our job to be there for you every step of the way. Our full financial planning service covers a range of areas, such as managing tax, protecting your assets, planning for your retirement, and passing on your wealth. See how we can help you Plan For Success We take a structured, five-step approach to financial planning, that is individually tailored to your current circumstances and aspirations for the future. Our planning is designed to give you the confidence and peace of mind that you’re making the most of financial opportunities available to you. Our aim is to plan for you to live the life you want, while also being flexible enough to keep pace with any changes you might face. Learn more about Plan for Success Our Investment Philosophy We understand that you have your own dreams and aspirations when it comes to investing your money. That’s why we offer a wide range of investment solutions tailored to your individual objectives, timeframe and risk profile. We are proudly independent, and our investment matrix reflects this. All the investment solutions we recommend are suggested based on understanding your personal investment goals. In the eventuality that we identify you have a need not satisfied by our matrix solution we will review the whole of the market as we will only ever recommend what is appropriate for you. More on our Investment Philosophy Cashflow Modelling Cashflow modelling is a forecasting tool that provides an estimated projection of future assets and investments and is available for Wealth Planners to use as part of your financial planning process. It’s a way of visualising how different choices and scenarios could affect your future financial position. It can help you easily see how prepared you are for major life events, and show you the potential long-term impact of changes or decisions you might make today. Discover how cashflow modelling works Your First Meeting Our first meeting is a chance for us both to get to know each other a little better and talk about your financial ambitions and for you to decide if we’re the right fit for helping you achieve them What to expect from your first meeting Our Fees Our job is to help you feel more confident about your financial position and ambitions, so we believe in taking a straightforward and transparent approach to our fees. If you choose to work with us, we’ll clearly explain how much our fees are, and what they cover at every stage of our relationship. Learn more about our fees Cookies message We use cookies to make this site simpler, monitor and analyse traffic to help inform and improve your browsing experience on our website. By clicking accept you give consent for all cookies to be used. If you wish to opt out of non-essential cookies then update your preferences. For more details, please read our Cookie Policy. AcceptManage preferences Legal Information Website Privacy Policy Modern Slavery Statement Succession Gender Pay Report Cookie Policy Key Disclosures Succession Privacy Notice Terms Of Use Covid-19 Update Complaints Policy Section 172 Statement (SGL) Section 172 Statement (SWM) Client Portals My Succession Wealth Platform Login Connect Login Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. For further details on authorisation and registration details, please refer to the Key Disclosures section.