Succession Sport & Entertainment
As a team of Wealth Planners and investment experts who are highly experienced and focused on working with professional sports men and women, we understand how to help you plan for financial independence and the life you want to live.
We know that as an elite sportsperson you have unique requirements and need to plan for your future early. Our role is to help you create that plan and work towards financial wellbeing both now and after your retirement.
The value of financial advice lies in benefits that are enjoyed through building a long-term relationship. This is where a Wealth Planner really gets to know you, our client. It’s all about understanding your unique situation along with your ambitions and aspirations for your life and your career, and then advising how these can best be achieved.
Professional financial advice offers so much more than just practical, financial benefits. It also helps to improve your emotional wellbeing by making you feel better about your money and yourself – it allows you to plan the life you want to live, with the aim of you achieving your financial ambitions.
Wherever you are in your career, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence to live the life you want.
When your career is in full flight, it’s easy to lose sight of what’s ahead. With the assistance of cashflow modelling technology, we can illustrate how different choices under different scenarios could affect your future financial position. This can be a useful guide for discussing possible future
outcomes in straightforward terms. Many of our clients transition to lucrative careers in coaching, media, public speaking, and property ownership. Whatever you choose to do, we will help you build a plan that provides financial confidence for the future and support you each step of the way.
Being able to discuss your financial aspirations with a Wealth Planner may help you feel more in control of your situation and give you financial peace of mind for your future.
Making financial gifts
You might want to help family members by making a financial contribution towards their education or home, or to celebrate a special occasion. But unless you know the complicated rules around Inheritance Tax and gifting, you might leave the recipient with a potential tax bill in the future. A Wealth Planner will ensure you make tax-efficient financial gifts within the specified limits.
At Succession Sports and Entertainment, 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 their families. We know that for many clients, their parents or guardians play a vital part in their lives and their success. We also understand that if you are the parent or guardian of a professional sportsperson, you will want to know we are always working in their best interests.
Our clients know that their privacy will never be compromised by working with us. And we often work closely with clients’ other professional advisers, so if you have your own specialist tax adviser, accountant or lawyer, we will happily collaborate with them.
It’s good to talk
Financial decisions can be difficult to make on your own especially when you have a busy career. At Succession Sports and Entertainment, we recognise that you are unique and as an elite sportsperson you need to have an eye on the future from a very early age. The ever-present threat of injury, earning potential weighted at the front of your career, and the knowledge that there will come a time when you will need to build a life for yourself outside competitive sport means you need to plan for a whole host of different possibilities and opportunities.
Our role as Wealth Planners is to help develop that plan, avoid costly errors, and achieve financial wellbeing both now and after your retirement.
Succession Sports & Entertainment 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 Sports & Entertainment is a trading style of Succession Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831.
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.
Please note, The Financial Conduct Authority does not regulate advice on taxation and lifetime cashflow planning or Estate Planning.
The value of your investment(s) and the income derived from it, can go down as well as up and you may not get back the full amount you invested.