About us

A national network of financial advice experts, delivering exceptional service to match your ambitions.

Who we are

Our clients are at the heart of everything we do, and supporting them with their finances is our privilege. This is why we’re proud to be backed by Aviva Group and part of the wider Succession Group.

Thanks to this extensive group of companies, which includes Independent Wealth Planners who specialise in more complex financial solutions, we’re able to adapt alongside you. If your needs evolve, we can provide you with access to a variety of specialists – including Long-Term Care Planning or Estate Planning experts.

Everything we do is guided by our purpose

At Succession Financial Management, our purpose is to build meaningful relationships with our clients and add value to their lives through our advice. By getting to know them, their goals, and their aspirations, we support their aim to realise their financial goals.