About us

The trusted home of financial advice.

We partner with successful individuals and families who want more than just investment advice – you want clarity, confidence, and a trusted relationship for the long term.

Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build. 

Join us at the FTWeekend Festival to explore how thoughtful financial advice can empower your future. Our advisers will be on hand to discuss how we can help align your financial strategies with our values. 

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

Succession Wealth Management Limited is registered in England and Wales at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 07882611 

https://www.successionwealth.co.uk/

Watch our video

Your financial advice needs

Maximising Your Financial Potential: The value of having a Wealth Planner

The important of a financial roadmap

The Importance of a Financial Roadmap and Plan

Should I stay invested or move to cash?

The prudence of perseverance in investing

Caroline Brewster
Wealth Planner
Caroline.Brewster@successionwealth.co.uk

Bhavisha Soni
Wealth Planner
bhavisha.soni@successionwealth.co.uk

Daniel Mellor
Wealth Planner
daniel.mellor@successionwealth.co.uk

© Financial Times Live

FT Live and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice