About us
Independent school specialists, trusted by the finest and backed by a UK-wide network of financial advisors.
Who we are
Succession Independent Schools is retained by many of the country’s independent schools. As a targeted division within a large national advice firm, we’re known for combining the expertise and experience of our specialists with the collective resource of an established network.
Everything we do is guided by our Purpose
Our Purpose is to build meaningful relationships with our clients, adding value to their organisations and the lives of their employees. By getting to know you and your aspirations, we can deliver quality advice and an excellent client experience.
Our clients are embedded into our values
Client focus
Supporting you and your future
Long-term
Making sure you have financial confidence that lasts
Integrity
Giving you our honest and open recommendations
Efficiency
Aiming to exceed your expectations, always
Nimble
Continuously improving our services and thinking
Teamwork
Working together to deliver quality advice for you
Meet the team
Paul Derbyshire
Chartered Financial Planner
Based in Bedford
Our brochure
Learn more about us
To get a fuller picture of our services, expertise, and the way we’ll work with you, take a look at our brochure.
Ready to speak to us?
Get in touch to request an initial free, no-obligation meeting. This is a chance for us to get to know each other better.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.