Succession

Succession supports independent schools and their staff with expert financial planning, employee benefits and education. Our Chartered Advisers and sector specialists deliver tailored strategies, TPS guidance and wellbeing solutions. From pension governance to financial education for pupils, we help schools protect value, empower people and plan confidently for the future. We also provide engaging staff presentations and one-to-one sessions as a valued benefit, plus free financial education workshops for students through our partnership with My Personal Finance Skills.

Succession Independent Schools does not provide financial advice themselves, but via Succession Wealth Management Ltd.
Succession Independent Schools is a trading style of Succession Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.
Succession Wealth Management Ltd is registered in England and Wales at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 07882611