Succession Wealth

You can find Succession Wealth on stand d03

Succession Wealth is a national independent financial advice firm, with offices across the UK and a priority to deliver financial peace of mind, leaving 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 taxes, 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.

“When you choose to work with us, we promise to provide an exceptional personal service tailored to your unique financial aspirations.”

What to expect with Succession Wealth

• Independent advice: You will benefit from independent, unrestricted advice.
• Satisfaction: We have over 1,400 reviews from satisfied clients on VouchedFor with an average rating of 4.8/5.
• Reassurance: We’re an established network of independent experts trusted by clients across Scotland and England to deliver for them.
• Ongoing engagement: Financial planning shouldn’t be a one-time event. We always seek to build long-lasting relationships with our clients.

For more information on how we can help you plan for your financial future contact our Wealth Planner, Kenny McKay, who will be at the Scottish Dental Show 2024 on stand DO3 from 31 May to 1 June, or you can call him on 07393 765305 or email Kenny.mckay@successionwealth.co.uk

Succession Wealth is a trading style of Succession Wealth Management Limited, 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. The Financial Conduct Authority does not regulate advice on taxation, or Estate Planning.