My Succession Wealth Platform Login Contact Us About You About Us Work With Us Specialist Divisions Insights About You Your Financial Planning Journey Your Financial Planning Journey Sensible financial planning today can help you feel confident about your future, by giving you the peace of mind that your finances will be robust and secure. The benefits of beginning your financial planning journey with us: GROWTH: Our expert Wealth Planners can introduce you to a range of investment strategies designed to maximise your income and grow your wealth SECURITY: Well-considered planning can help you protect your finances, your family and your future CONFIDENCE: Understanding your financial position can help you plan to maintain your current lifestyle, without affecting your long-term comfort VISION: It’s important to know whether you’ll have enough money to fund your aspirations, or if you might need to adjust your finances and your goals WELLBEING: We believe that financial wellbeing is a vital element in achieving a good quality of life, alongside your physical and mental health. When your finances are taken care of, you’re free to get on with what’s really important: creating the lifestyle you want for yourself and the people you care about Please note: The value of your investment(s) and the income derived from it, can go down as well as up and you may not get back the full amount you invested. Your Financial Advice Needs Good financial planning and advice should last a 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 Book a meeting It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you. To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch. Subject* Name* Postcode* Email address* Phone number* Please tick this box to confirm you fully understand and accept the Privacy Policy Submit form 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.