• Questions we can answer for our clients include:
• When can I work because I want to, not have to?
• How do I ensure I never run out of money?
• How much do I need to earn to live the life I want
• What level of investment return do I need?
• How can I reduce my tax liability?
• What can I achieve with what's available to me?

About Succession Group

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.

Experienced Wealth Planners

We are able to call on years of in-house experience in addition to our external associations with experts in the fields of Investment Management, Taxation, Trusts, Law, Discretionary Fund Management, Property Investment and Business consultancy. This gives us all the benefits of major corporate advice firm whilst maintaining that personal service for clients.

We recognise that individuals and companies will only achieve their goals and aspirations if they can adopt a structured plan that works in the short, medium and long-term. We will use ground-breaking techniques, technology and solutions to work together and achieve your financial freedom.

Our clients benefit from a service that is solution-led, regularly reviewed and fee based rather than the traditional product-led service offered by so many institutions.