Succession Group is an independent firm of financial advisers who work in partnership with individual and corporate clients to achieve their financial goals. The company is headed up by Lawrence King and Lee Pringle, who are passionate about their business, and constantly strive to ensure that Succession Group is the first choice for those seeking advice and guidance on personal and corporate financial matters.
Their advisers invest time in getting to understand your situation by working with you to achieve your goals. As your situation changes they are on hand to offer guidance and flexibility to keep your plans on track. This often involves working with other professionals which you may already have, such as accountants or solicitors, to provide a bespoke solution. If you do not have any advisers currently then they can help put together the right team for your requirements.
Specialist areas include:
- Bespoke Financial Planning
- Trustee Investments
- Estate Planning and Inheritance Tax Mitigation
- Tax Planning
- Retirement and Pension Planning
- Post-retirement Planning
- Investment Planning
- Ethical Investing
- Life Assurance