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Who we are

Succession Wealth was founded in 2009 with the vision of providing expert financial advice and a personalised service to help clients and their families achieve their financial aspirations. We have grown considerably since then and now have 19 offices nationwide, over 800 colleagues and provide advice to over 20,000 clients.

Learn more about us

Life at Succession

We know that the success of our business is down to our people, so we're on a mission to create a culture where people are happy, engaged, well rewarded and where every individual is given the tools and opportunities to reach their career goals.

Contact our Recruitment Team

The Apex, Brest Road, Derriford Business Park, Plymouth, PL6 5FL



Tel: 01752 968500 



Email us

Complaints Procedure

We are committed to ensuring that candidates receive a good level of service throughout their recruitment journey and if we ever fall short of this we'd like to know.

If there’s a problem, please get in touch and we’ll try to find a solution as quickly as possible. 

We aim to provide a full response to all complaints within 10 working days. Where this is not possible you will be advised of an alternative time period.


Email: HR4U@Successionwealth.co.uk

Phone: 01752 968500 

Post: FAO Head of HR, Succession Wealth, The Apex, Brest Road, Derriford Business Park, Plymouth, PL6 5FL