Compare The Platform: Succession

/Succession

Succession

Succession is an adviser platform which allows access to a huge range of investment types covering all asset classes. It enables advisers to create and manage solutions to best manage the wealth of their clients. It provides a cost-effective and technologically advanced service.

Visit The Website

Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPSJunior Pensions & SIPPSOnshore bondsOffshore bondsOther

Available investments

UK fundsOffshore fundsETFsITsEquitiesBondsOther
Research, Tools and Information
Tools
Planning tools and succession connect (see XPLAN).

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Funds (0-£999,999)0.35%
Funds (£1,000,000+)0.15%
Exchange-traded instruments (0-£999,999)0.35%
Exchange-traded instruments (£1,000,000+)0.15%
SIPP admin fee£100 / year (+VAT)
Exchange-traded instruments£12.50 / trade

Compare the Platform Says

Products & WrappersInvestmentsResearch & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
3.0