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.
Financial Planners at Succeed Wealth Management are accredited by the Society of Later Life Advisors for the highest quality of later life and retirement advice. Our objective is clear – to help clients retain their family’s wealth and to protect their loved ones.
What Our Clients Say
I’ve been working with Barra for many years and rely on his advice. He has advised me before, at and throughout my retirement. I know from this experience he will be there when I need him. Keep up the good work.
Mr Allen, Belfast
To all at SWM. Thank you so much for your assistance over my retirement package. Barra worked hard to achieve the best result possible from the Insurance Company, in what was a complex issue, and I was really pleased with the outcome. I can now enjoy retirement with confidence due to the advice received from a trusted adviser. Y.S. Chris