Succession Wealth

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.