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.
Our Purpose
To make a meaningful and lasting impact on the lives of our clients and their families.
Our Vision
To be the go-to partner that individuals, families and institutions trust to help achieve their financial goals,...
...the employer of choice in the Wealth Management sector,...
...driving stable, profitable growth for our business and the Aviva Group.
Our Values
Client-first - The Foundation.
Do the right thing - Deliver on promises and exceed client expectations.
Work as one team - Win together with respect and decency - no egos.
Consider long-term legacy - Decisions aligned to our ambition and vision.
Listen and act - Our colleagues and partners actively engaged in the pursuit of our vision
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.
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