My Succession Wealth Platform Login Contact Us About You About Us Work With Us Specialist Divisions Insights Plan for the future, plan for success Delivering independent financial advice to offer you peace of mind and financial wellbeing. Your ambitions are unique, and we want to work with you to realise them. Begin your journey to financial freedom today. Get started Welcome to Succession Wealth We are a national independent financial advice firm with offices across England and Scotland. When you choose to work with us we promise to provide an exceptional, personal service tailored to your unique financial dreams and aspirations. Learn more about us Previous 17,000+ Advised Clients 170+ Wealth Planners c.£8bn Assets Under Advice Next At Succession Wealth Wherever you are in your journey, whether you are planning for retirement, investing for your children’s future, or wanting to realise your own lifestyle aspirations, we are here for you. We will work with you to develop your individual financial plan and be with you every step of the way, monitoring and adjusting your investment strategies with the aim of keeping you on track. With a personalised financial plan, our experienced Wealth Planners will give you the knowledge and confidence you need to make decisions that are right for you, your family, and your future. But our advice and support doesn’t end there. Our ongoing planning process will ensure we remain by your side to navigate you through life's obstacles and help you maximise financial opportunities. Let’s get to know you better We’ll work with you to build a personal financial plan that’s designed to help you achieve your individual ambitions. We will ask you a couple of questions to understand if our services can help you. Who do you need tailored advice for? Me and my family Someone else Keyboard shortcuts Map data ©2021 GeoBasis-DE/BKG (©2009), Google, Inst. Geogr. Nacional Terms of Use Find a Wealth Planner within 10 miles 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.