Succession Advisory Services

Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners. The Succession Investment Matrix Our Investment Matrix delivers a comprehensive risk-controlled framework, facilitating a consistent and cohesive investment strategy. It offers investment solutions provided by leading global fund management houses and specialist niche investment managers. Our Matrix has been developed in conjunction with independent risk and research specialists – Rayner Spencer Mills Research – to create an optimum solution; founded on significant academic research, emphasising strategic asset allocation, diversification, strict cost control and automated portfolio rebalancing. The Succession Model Portfolio Service (MPS) Our MPS offers exclusive access to a diversified portfolio of funds chosen, maintained, and monitored by our trusted investment partners. Our solutions are tailored to our client’s specific investment objectives, their risk appetite and the assumptions that underpin their financial plans, giving them the peace of mind that their investments are in the best hands. The Succession Investment Platform Our Platform brings a client’s portfolio together in one place, secure and online. So, for example, instead of pension information being held by one company and ISA details by another, it’s all held together, along with the other elements that make up the client’s portfolio. The Succession Investment Platform is straight forward, accessible, and secure. Succession Advisory Services is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number: 06711051. Succession Advisory Services is authorised and regulated by the Financial Conduct Authority. Registered no: 510054.