Succession Group delivers rich and rewarding experiences for private and corporate clients, with tailored Wealth Planning solutions to achieve your financial goals and expectations throughout each stage of your life.
At Succession we have three core values:
• We believe everything starts with you and what you want to achieve
• We help you identify what is important, bringing clarity and confidence to your future
• Our aim is to bring you financial peace of mind
Succession Group shares a powerful and privileged connection with more than 17,000 clients who have chosen to engage with our award winning services, and benefit from our innovative solutions. Over £10.5bn is entrusted to our specialist Wealth Planners and Advisers. Key to this are the principles of value, trust and excellence.
We are the fastest growing Wealth Planning brand in the UK, with 20 offices and more than 200 staff nationwide. We are also the only Wealth Planning business to control and own all of the services and solutions that are essential to deliver a true end-to-end wealth planning solution designed to help you achieve your lifetime financial goals
Richard Hunter, Wealth Planner
Richard established Equity Invest in 2001, bringing City experience to Wimbledon Village. He has spent over 30 years in the personal finance industry, advising clients from many walks of life. He has been quoted in the personal finance sections of most broadsheets and tabloids, as well as making numerous appearances both on television and radio.
“We are committed to supporting our clients achieve their financial aims with intelligent and ethical solutions.”
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- Email: firstname.lastname@example.org
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