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Trusted by the Finest

Succession provide tailored consultancy services to the UK’s finest Independent Schools & Colleges

“I just wanted to pass onto you how well colleagues received your presentation last week. Every person that attended has emailed me to say they very much appreciated the time you took to explain the options. I wanted to let you know that it is probably the first time I have ever had a 100% positive response! As ever, with very best wishes.”

Mrs Diana Lynch, Bursar, Godolphin & Latymer

I have had nothing but positive praise and thanks for the very informative and helpful sessions run by Paul and it is always a pleasure to welcome him to Bedales.

Jo Hunter, Head of HR @ Bedales Schools

“I did want to write on behalf of the Common Room and say how much we appreciated your talk last week. It was masterly. We have never had one before – I wish we had heard it years ago. Great delivery and for a ‘boring’ topic so interesting. It helped a huge amount and even young colleagues have been talking about getting advice. I have carried on past 60 and did not think about pensions...

Philip Bowen, Deputy Head, Bromsgrove School

“Thank you so much for coming to school yesterday and conducting the one-to-one pension meetings. I thought that I would e-mail you to let you know that I have received nothing but positive feedback from staff regarding the professional but friendly manner with which you conducted the interviews and also that you both explained the changes etc in simple language that everyone could understand.”

David Loader, School Accountant, Orley Farm School

“The Team provide me with excellent financial advice. They combine strong knowledge of financial issues, independent schools and the complexities of teachers’ pensions, and are steering me through interesting and turbulent times with shrewd insights and good humour.”

Jim Hawkins, Headmaster at Harrow School

Just wanted to email you to say that the talk I had with Peter this morning was brilliant and to thank you very much for putting on this provision for me as a member of staff. It is much better than a lot of teachers are getting and I very much appreciate the school setting this up to support me. I must be getting older as pensions seem a lot more interesting than they used...

Member of Staff - Yarm School
Who are We?
Who are We?

We are firm of financial and management consultants that offers consultancy services to the Independent education sector.

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Our Services
Our Services

We specialise in providing up to the minute financial advice and management consultancy to Independent Schools, Colleges and employees.

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For Heads
For Heads

We are the only UK advisory firm that specializes in working with Head Teachers, and we understand all of the financial issues they face.

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For Teachers
For Teachers

We are here to ensure that the financial needs of teachers are managed with maximum efficiency and minimum hassle.

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Succession Independent Schools 1 The Firs, Aylesbury Road, Bierton, Buckinghamshire HP22 5DX
Telephone: 01296 394 675
Email: info@successionschools.co.uk
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This website is intended for information purposes only and does not constitute advice.
The content is not subject to UK regulatory regime and the site is aimed at UK-based clients.

Succession Independent Schools is a trading style of Succession Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority
Succession Wealth Management Ltd is a company registered in England and is owned by Succession Group Ltd
Registered number: 07882611. Registered office: Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, Devon PL6 8BY