My Succession Wealth Platform Login Contact Us About You About Us Work With Us Specialist Divisions Insights About You Plan For Success Plan for Success We take a flexible five-step approach to creating a financial plan that’s individually tailored to your current circumstances and aspirations for the future. Our planning is designed to help give you the confidence and reassurance that your plan is on track to allow you to live the life you want, while also being flexible enough to keep pace with any changes you might face. Here’s how it works, and what you can expect at each stage of your journey with us. Click each section to learn more. Clarity Your first meeting with us comes with no obligation. It’s an opportunity for us to get to know each other better and discuss your current situation and aspirations. If you wish to engage with us, we will discuss what you want to achieve with your wealth, our fees, and the next steps you might want to take. We will also ask you to provide information on your income, expenditure and tax liabilities. The details of our agreement will be set out in our terms of business and letter of engagement. 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.