Established in 2009, Succession Wealth is the UK’s leading independent wealth management and financial planning business. With over 20,000 individual clients, they remain focussed on helping meet their clients’ unique needs. Their key goal is to help clients reach their full potential – as opposed to a one-size fits all offering.
Their ethos is to help every individual and business they serve, to reach their fullest financial potential. Partnering with Succession Wealth to upgrade their employee benefits offering, enabled us to extend that ethos to their employees.