Succession Wealth

Overview

An independent financial advisory firm operating in the UK since 2009, the organization serves over 18,000 clients and manages assets exceeding £10 billion. Backed by Aviva, it maintains strong financial stability and independence in its advisory offerings.

The firm provides comprehensive financial planning and advisory services tailored to individual client needs, including pension advice, wills and probate planning, business protection, legacy planning, and investment solutions. A personalized approach, access to diverse investment options, and a focus on long-term client relationships contribute to high satisfaction ratings and ongoing engagement.

Basic Information

Contact Details

• Phone: +44 121 212 9212
• Website: successionwealth.co.uk
• LinkedIn: linkedin.com/company/succession-wealth
• Twitter: twitter.com/successiongrp
• Facebook: facebook.com/people/Succession-Wealth/61551503471069/

Key Focus Areas & Initiatives

• Retirement planning
• Investment management
• Wealth protection
• Corporate services
• Financial advice for business owners
• Financial planning solutions
• Wills and probate planning
• Business protection
• Legacy planning
• Personalized investment portfolios
• Comprehensive financial planning
• Bespoke investment solutions
• Wealth management services
• Estate and legacy planning
• Long-term client relationships
• Client-centric wealth management
• Corporate advisory services
• Holistic wealth planning
• Professional financial advisors
• Transparency in fees
• Ethical investing
• Philanthropy advice
• Multi-generational planning
• Asset protection
• Risk management

Technologies Used

• .NET
• Akamai
• Angular
• Bootstrap Framework
• C#
• CADWorx Plant
• CSC Corporate Domains
• Connect
• DoubleClick
• DoubleClick Conversion
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Freshdesk
• Gem
• Google AdWords Conversion
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Linkedin Marketing Solutions
• MailChimp SPF
• Mailchimp Mandrill
• Microsoft Azure Monitor
• Microsoft Excel
• Microsoft Office 365
• Microsoft Teams Rooms
• Mobile Friendly
• MouseFlow
• Ning
• Office365
• Outlook
• Python
• Rackspace MailGun
• React Redux
• Shutterstock
• Trustpilot
• WebOffice
• YouTube

Affiliated Organizations & Regional Branches

• JCF Financial Services Ltd
• London Wall Partners
• THE OXFORD ADVISORY PARTNERSHIP
• BANKHOUSE FINANCIAL MANAGEMENT LIMITED
• Investors Planning Associates
• Wall Partners