Succession Group
SG
Financial Advisors
Succession Group
2 Sandport Pl, Edinburgh EH6 6EU
# Succession Group
Succession Wealth is an award-winning independent financial advisory firm based in Edinburgh, operating across 18 offices nationwide. They provide comprehensive financial planning and wealth management services to successful individuals and families, managing approximately £9.2 billion in assets for around 19,000 clients.
Rather than offering generic investment advice, Succession Wealth takes a relationship-driven approach, combining the expertise of highly qualified financial advisers with personalised planning tailored to individual ambitions. They guide clients through every life stage, from wealth accumulation and preservation through to legacy planning and business succession.
What sets them apart is their integrated service model: they blend local adviser accessibility with the credibility and resources of a trusted national organisation. Their 232 financial advisers deliver specialist guidance across pensions, tax planning, estate planning, and business advice. The firm's recent shortlisting for Wealth Management Company of the Year 2026 underscores their commitment to building clarity and confidence for clients.
They actively educate clients through expert guides and timely market insights, helping people make informed financial decisions. Their approach focuses on creating long-term value and enabling clients to enjoy the life they've built, rather than simply managing assets.
The business holds strong client trust, evidenced by a 4.8 VouchedFor rating based on 1,207 verified reviews.
Succession Wealth is an award-winning independent financial advisory firm based in Edinburgh, operating across 18 offices nationwide. They provide comprehensive financial planning and wealth management services to successful individuals and families, managing approximately £9.2 billion in assets for around 19,000 clients.
Rather than offering generic investment advice, Succession Wealth takes a relationship-driven approach, combining the expertise of highly qualified financial advisers with personalised planning tailored to individual ambitions. They guide clients through every life stage, from wealth accumulation and preservation through to legacy planning and business succession.
What sets them apart is their integrated service model: they blend local adviser accessibility with the credibility and resources of a trusted national organisation. Their 232 financial advisers deliver specialist guidance across pensions, tax planning, estate planning, and business advice. The firm's recent shortlisting for Wealth Management Company of the Year 2026 underscores their commitment to building clarity and confidence for clients.
They actively educate clients through expert guides and timely market insights, helping people make informed financial decisions. Their approach focuses on creating long-term value and enabling clients to enjoy the life they've built, rather than simply managing assets.
The business holds strong client trust, evidenced by a 4.8 VouchedFor rating based on 1,207 verified reviews.
Services offered
Financial planningInvestment advicePension planningTax planningEstate planningLegacy and inheritance planningBusiness succession adviceWealth management