Introducing our partners at Succession Sports and Entertainment

Published: 26th January 2022

Succession Wealth Management Limited are a large national independent financial planning firm operating in England and Scotland. Their team of more than 170 Independent Wealth Planners deliver high-quality advice to more than 17,000 clients, and their specialist Succession Sports advisers are dedicated to supporting the unique financial requirements of people working within the sports profession. 

 

Wherever you are in your journey, they will 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 you choose to work with them, they promise to provide an exceptional, personal service tailored to your unique financial aspirations. 

 

PLAN FOR THE FUTURE, PLAN FOR SUCCESS 

Helping you plan for a rich and fulfilling life, the team at Succession Sports and Entertainment understand what their clients want from them: personalised planning, and easily accessible support from a trusted adviser whenever they need it.

 

They’re committed to helping people achieve more with their money. Clients are at the heart of everything they do and looking after their wealth journey is a privilege to them; building relationships that last longer than a lifetime and are proud to provide advice across generations. 

 

WHY CHOOSE SUCCESSION SPORTS AND ENTERTAINMENT?

They recognise that you are unique. 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. Their role as Wealth Planners is to help develop that plan, avoid costly errors, and achieve financial wellbeing both now and after your retirement. 

 

WHAT THEY CAN DO FOR YOU

Succession Sports and Entertainment are trusted advisers to many high-profile sporting professionals and their families. 

 

Their work typically starts at the very earliest stages of a client’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, as you work on new ambitions and goals. Succession Sports and Entertainment take a structured approach to creating a financial plan that’s individually tailored to your current circumstances, which can be regularly reviewed and updated in line with your evolving aspirations for the future. 

 

If you’d like to get in contact with the team to arrange a meeting or make an enquiry, please visit their website.

 

GET IN TOUCH

 

Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. 

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. 

The value of your investment(s) can go down as well as up and you may not get back the full amount you invested.