Helping you achieve financial freedom
At Succession, we are experienced in helping sports and entertainment professionals achieve long-term financial freedom.
As a dedicated team of Wealth Planners and investment experts, highly experienced at working with professional sports men and women, our focus is on helping you achieve financial independence and the life you want to live.
We recognise you are different.
As an elite sports person you need to have an eye on the future from a very early age. The ever-present threat of injury, the fact your earning potential is weighted at the front of your career and knowing there will come a time when you will need to build a life for yourself outside competitive sport means you need to plan for the future.
Our role as Wealth Planners is to help plan for that future, avoid costly errors, and achieve financial wellbeing both now and after your retirement.
We are trusted advisers to many high-profile sporting and entertainment professionals and their families. The close relationships we build are the result of the time we invest in getting to know you; your concerns, what matters to you, and what you want to achieve.
Our work can start at the very earliest stages of a player’s career, working alongside other professionals and family members to ensure the right foundations are put in place. And it often continues long after you have left the professional field of play, ensuring your finances support your new ambitions and aspirations.
We are independent Wealth Planners, not salespeople. It is an important distinction as it means we are committed to working in your best interests on an ongoing basis throughout your life.
We are proud of the long-lasting and close relationships we build with our clients and the value that we add to their lives. In many cases, those relationships also extend to players’ families too.
Where appropriate we work closely with the families of our clients to ensure peace of mind and a supportive, unified team.
A SERVICE SENSITIVE TO YOUR NEEDS
When you are in the public eye, you need to be assured of confidentially. Our clients know that their privacy will never be compromised by working with us. It is vital to our work that clients feel able to trust us.
WHO WE ARE
At Succession Sports and Entertainment, we specialise in the unique financial requirements of those working within the sports and entertainment professions.
Our exceptionally committed and experienced team are all independent Wealth Planners. That means we are not tied to any particular product or fund; our only interest is delivering the best outcome for you. It also means we can be completely clear and transparent in our advice and our clients never need to worry about potential conflicts of interest.
As a division of Succession Wealth, our team form a part of one of the UK’s largest privately owned independent national wealth management businesses.
We have dedicated Wealth Planners and support staff located the length and breadth of England and Scotland, from Inverness to Truro, supporting our clients to achieve more with their money. And we are proud to say our clients tells us we achieve just that.
Although we are fully independent, we work closely with some of the world’s biggest sports agencies.
• Independent financial planning advice to all our clients.
• A wealth of experience with dealing with high profile sports and entertainment professionals.
• Planning to achieve financial independence and security
• A personal service with security as we are a national independent firm.
• Independent risk-assessed investment management, suited to every individual client.
In addition, we can also offer access to career-ending insurance through our relationships with selected trusted and experienced insurance firms who specialise in this market.
If you’d like to get in contact with us to arrange a meeting or make an enquiry, please get in touch.
Succession Sports & Entertainment is a trading style of Succession Wealth Management Limited (Financial Services Register number 588378), which is authorised and regulated by the Financial Conduct Authority.
Succession Sports & Entertainment is a trading style of Succession Financial Management Limited (Financial Services Register number 225831), which is authorised and regulated by the Financial Conduct Authority.
The following companies are registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY:
Succession Wealth Management Ltd Registered Number: 07882611
Succession Financial Management Limited Registered Number: 04454027