Succession Wealth is a large national financial advice firm, with local offices across the UK and our priority is to deliver financial peace of mind, leaving our clients safe in the knowledge that their finances are in good hands.

Good financial planning and advice should last a lifetime, and it’s our job to be there for our clients every step of the way. Our full financial planning service covers a range of areas, such as managing tax, protecting assets, planning for retirement, and passing on wealth.

Our clients are at the heart of everything we do and looking after their wealth journey is a privilege to us. We build relationships that last longer than a lifetime and are proud to provide advice across generations.

The benefits of beginning your financial planning journey with us:

• GROWTH: Our expert Wealth Planners can introduce you to a range of investment strategies designed to maximise your income and grow your wealth
• SECURITY: Well-considered planning can help you protect your finances, your family and your future
• CONFIDENCE: Understanding your financial position can help you plan to maintain your current lifestyle, without affecting your long-term comfort
• VISION: It’s important to know whether you’ll have enough money to fund your aspirations, or if you might need to adjust your finances and your goals
• WELLBEING: We believe that financial wellbeing is a vital element in achieving a good quality of life, alongside your physical and mental health. When your finances are taken care of, you’re free to get on with what’s really important: creating the lifestyle you want for yourself and the people you care about

For more information on how we can help you plan for your financial future, please speak to our Wealth Planners who will be on stand N14 during The British Dental Conference & Dentistry Show.

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 Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL: Registered Number 07882611. Please note: The value of your investment(s) and the income derived from it, can go down as well as up and you may not get back the full amount you invested. The Financial Conduct Authority does not regulate advice on taxation, or Estate Planning.