WHAT WE DO
Succession Group is a national, wealth management advisory brand, which offers a truly differentiated advice service. We strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients and providing a bespoke solution for corporate clients. Overseeing an investment strategy should not be a day to day job for our clients – but it is ours.
Bespoke Advice:
Succession Group is a national wealth management brand delivering bespoke advice and solutions to private and corporate clients. Our philosophy is to provide accessible and experienced teams of wealth management professionals that understand clients’ financial goals and objectives and build lasting relationships to secure those financial ambitions. Service-Led:
Global best practice has consistently identified professional financial planning as the key to client value – not market timing or stock selection. Succession Group’s Financial Planners believe in continuous professional development and strive to be the very best in their profession. We provide a service-led, fee-based approach to investment business, and offer a transparent charging structure for specific products such as protection policies where we guarantee a level playing field for all providers proving no product bias. Long Experience:
Succession Group brings together a highly expert management team with long experience in UK and global financial services. Backed by a global financial services institution, we are committed to a service-led philosophy, with our clients at the heart of everything we do.
