Succeed Wealth Management

Our Financial Planners help remove stress about money by offering a clear explanation of your choices and options.

Why choose us?

Financial Planning, Independent Financial Advice, Later life and retirement advice specialists.

Welcome

We are Financial Planners publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide planning and advice relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

Are you searching for peace of mind when it comes to your money?

Our Financial Planners help remove stress about money by offering a clear explanation of your choices and options.

By working with Succeed Wealth Management, you can achieve your financial goals in life and make the important decisions with confidence.

Whether you need impartial advice on retirement, investment management, care fees planning, inheritance tax or complex financial planning, we are here to guide you through the options so you can get what you want out of life.

Later Life Advisers specialise in the financial needs of older people. Professional qualifications whilst essential rarely give a full picture of an adviser expertise.

Those advisers who have taken the further steps to become independently accredited can offer the added reassurance that they offer the practical help and guidance needed to help you make the right decisions at the right time.

 

 

Initial meeting at no cost to you.

Tel: 02890 311 811

Email: admin@succeedwm.com

River House, 48 high Street, Belfast, BT1 2BE