Succession Wealth - Chester
SW
Financial Advisors
Succession Wealth - Chester
Eden building, Chester CH4 9QT
# Succession Wealth - Chester
Succession Wealth is an independent financial planning firm based in Chester that provides comprehensive wealth management and financial advice to successful individuals and families across the UK. Operating from 18 offices nationwide with 232 financial advisers, the firm manages approximately £9.2 billion in assets for around 19,000 clients.
The business caters to people at various life stages who seek more than transactional investment advice. They serve those focused on wealth preservation, legacy planning, business succession, and achieving greater financial freedom. Their client base includes affluent families and successful individuals who value long-term relationships and personalised guidance.
What distinguishes Succession Wealth is their combination of local expertise with national credibility. Each client works with qualified local advisers while benefiting from the resources and stability of an established national organisation. Rather than a one-size-fits-all approach, they tailor financial planning to individual ambitions and circumstances, covering pensions, tax planning, estate planning, and business advice.
The firm's credentials are notable: they're shortlisted for Wealth Management Company of the Year 2026 and maintain a 4.8 VouchedFor rating based on 1,207 verified client reviews. Their approach emphasises building clarity and confidence, helping clients make informed decisions about their finances and enjoy the lifestyle they've worked to achieve.
Succession Wealth is an independent financial planning firm based in Chester that provides comprehensive wealth management and financial advice to successful individuals and families across the UK. Operating from 18 offices nationwide with 232 financial advisers, the firm manages approximately £9.2 billion in assets for around 19,000 clients.
The business caters to people at various life stages who seek more than transactional investment advice. They serve those focused on wealth preservation, legacy planning, business succession, and achieving greater financial freedom. Their client base includes affluent families and successful individuals who value long-term relationships and personalised guidance.
What distinguishes Succession Wealth is their combination of local expertise with national credibility. Each client works with qualified local advisers while benefiting from the resources and stability of an established national organisation. Rather than a one-size-fits-all approach, they tailor financial planning to individual ambitions and circumstances, covering pensions, tax planning, estate planning, and business advice.
The firm's credentials are notable: they're shortlisted for Wealth Management Company of the Year 2026 and maintain a 4.8 VouchedFor rating based on 1,207 verified client reviews. Their approach emphasises building clarity and confidence, helping clients make informed decisions about their finances and enjoy the lifestyle they've worked to achieve.
Services offered
Financial planningWealth managementPension adviceTax planningEstate planningBusiness succession planningInvestment managementInheritance and legacy planning