Services tailored to your needs
Wherever you need us
Backed by Aviva Group, with local offices across the UK, and delivering expert advice to thousands of clients both virtually and in-person, we’re here to support you no matter where you are.
Personalised support
We understand the path to financial wellbeing is different for everyone. We offer a range of services and solutions to fit your circumstances, whether you need one-off or ongoing advice.
A range of investment opportunities
Our Investment and Pension products are provided by Aviva and other carefully selected investment partners.
Access at your fingertips
As a Succession client, you’ll benefit from the award-winning Aviva platform and exclusive market-leading platform charges. Keep up to date with your plans in real-time through the My Aviva app.
Our Solutions
Uncomplicated, high-quality solutions to meet your goals
Investments
Pensions
Annuities
Protection
Mortgages (including buy-to-let)
Equity Release
OUR BROCHURE
Learn more about us
To get a fuller picture of our services, investment range, and the way we’ll work with you, take a look at our brochure.
Ready to speak to us?
Get in touch to request an initial free, no-obligation meeting. This is a chance for us to get to know each other better.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.