Client Delivery Lead

Birmingham, United Kingdom

June 2021 - Present

Succession Wealth is a national wealth management advisory brand, which offers a truly differentiated advice service. We strive to deliver a richer and more rewarding experience, centered around achieving life goals for private clients and providing a bespoke solution for corporate clients. Our philosophy is to provide accessible and experienced teams of wealth management professionals that understand clients’ financial goals and objectives and build lasting relationships to secure those financial ambitions. Global best practice has consistently identified professional financial planning as the key to client value – not market timing or stock selection. Our Succession Wealth Planners believe in continuous professional development and strive to be the very best in their profession. We provide a service-led, fee-based approach to investment business, and offer a transparent charging structure for specific products such as protection policies where we guarantee a level playing field for all providers proving no product bias. Succession Wealth brings together an expert management team with along experience in UK and global financial services, backed by a global financial services institution. We are committed to a service-led philosophy, with our clients at the heart of everything we do.