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.

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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.

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