tag financial planning
Welcome to TAG Financial Planning, part of the Succession Group of companies
A new chapter, the same trusted advice
TAG Financial Planning has joined Succession Wealth Management Ltd (SWM). Our Wealth Planners will continue to offer independent financial advice tailored to the clients of accountants within the Tag Accountancy Community, however going forward this will be under Succession Wealth.
The Succession Wealth service offering is very similar to what we have offered to you previously. Our expertise spans investments, pensions, and asset management. Your existing Wealth Planner and support team will not change, and we will continue to look after you.
We are independent Wealth Planners proud to put the interests of our clients at the heart of everything we do.

Our brochure
Learn more about us
To get a better understanding of our services, our approach to working with you and our fees, take a look at our brochure.
Click here to download