Personal touch puts people at the heart of a localised service

FINANCIAL planning is all about people – individuals and families, and their plans for a sustainable, healthy future. And it is these people who are at the heart of Succession Wealth. Providing clients with peace of mind and financial security is, and will always be, Succession’s utmost priority.

Founded in 2009, Succession Wealth offers bespoke financial planning and wealth management to more than 20,000 personal and corporate clients and looks after some £7.75 billion client funds.

Succession has 12 regional hub offices around the UK which are supported by 600 talented and hard-working people.

Succession’s overriding aim is to provide its clients with the expertise needed to maintain and manage their wealth.

The team mantra is that the client’s interest always comes first.

Delivering value, continuity of service and trustworthiness are the central principles to which everyone at Succession adheres. Team spirit is fundamental to the firm’s success. And while Succession’s advice, processes and entire business operation are, of course, wholly compliant with regulation, its independent status means the business has full autonomy and is free from external control.

In terms of pure numbers, Succession is one of the most acquisitive businesses in the financial services sector. The group buys high calibre financial planning firms and folds them into its own business which creates further value and drives growth.

However, despite Succession’s scale, its ambition is to remain in touch with clients personally rather than become an anonymous corporation.

Succession wealth planners are always available to clients by telephone. Knowing clients well further reinforces Succession’s commitment to their financial wellbeing and protection.

In turn, Succession’s financial planners are supported by the company’s commitment to nurturing a learning community.

A recent and notable achievement has been the launch of its learning and development programme, Succession Academy, designed to keep Succession wealth planners at the very top of their league and provide clients with the best possible advice.

Succession’s wealth planners use their expertise and do all they can to make clients’ money work harder. They help investors to devise and understand investment strategies because well-designed investment plans will reduce anxieties and

Knowing clients well further reinforces Succession’s commitment to their financial wellbeing and protection.

improve outcomes. Of course, prevailing market conditions form the backdrop to any investment strategy and the continuing story for the UK market is the implication of the UK’s negotiated exit from the European Union. Succession is closely monitoring the impact of Brexit on the economy.

Setting clear objectives and approaching the stock market through a long-view lens are key to investment management.

This is terrain that clients of Succession do not have to navigate on their own.