JCF Financial Services Ltd

We are delighted to welcome clients of JCF Financial Services Ltd to the Succession Wealth family.

As part of an exciting new chapter for JCF Financial Services Ltd, we are now part of the Succession Group.

You can trust that we will continue to offer the highest level of service with familiar faces that our clients have come to expect from us.


If you would like to find out more or require support, then you can contact us directly at:
2nd Floor, Milford House, 43-55 Milford Street, Salisbury, SP1 2BP.

Call us: 01722 413348

Email: alice.shaw@successionwealth.co.uk or kit.finney@successionwealth.co.uk

Our Values

At Succession, everything we do is guided by our Purpose, Vision and Values, all of which have been carefully considered and crafted to put our clients at the heart of our business.

Explore our values

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.