The benefits of financial planning can be seen when you establish a long-term relationship with a professional that understands what you want.
The relationship is built on trust, with the aim of achieving your investment goals and a stress-free retirement.
Michelle Littlewood, from Succession Wealth, has worked in financial services for nearly 40 years, based in and around South Yorkshire.
Michelle said: “We understand that you have your own priorities, needs, dreams and aspirations when it comes to your wealth. And we know that in a fast-changing world, security and peace of mind are priceless, and that financial wellbeing and independence are vital for you to have the confidence to live the life you desire.”
Succession Wealth’s five-step plan for success
Succession Wealth takes a structured approach to creating a financial plan that’s individually tailored to your current circumstances, which can be regularly reviewed and updated in line with your evolving aspirations for the future.
Clarity – Your financial planner will talk about your current situation, the things that matter to you, how they can help you and their charging structure.
Analysis – They consider your current financial arrangements, and assess whether they’re working as well as they can for you.
Plan – They then present your personalised recommendations in a financial plan, which will provide you with clarity on your current financial position, a comprehensive overview of their recommendations and a visual representation of your potential financial future.
Action – Your planner and their team will work together to make any changes to support a smooth and timely process and keep you up to date on progress at all stages.
Confidence – They will stay in regular contact with you to review your current financial plan, and to ensure it continues to maximise all opportunities available to you.
To see if Succession Wealth could help you, get in touch for an initial chat by calling 07894 239 337, emailing firstname.lastname@example.org or by visiting successionwealth.co.uk/michelle-littlewood.
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. For further details on authorisation and registration details, please refer to the Key Disclosures section.