Joanne Swain's Contact Details

Joanne Swain's Company Details

Succession Group Ltd

Thun, Bern, Switzerland • 51 - 200 Employees
Financial Services

Since 2009, we have built a national firm of more than 170 independent Wealth Planners delivering high-quality advice to more than 17,000 clients throughout the UK.We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations.At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That's why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, 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 that you're on the right track.Our clients rely on us to help them feel financially secure, confident and independent.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 Wealth Management Ltd is registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY: Registered Number 07882611.