Work with Us

Planned Succession is a referral only practice.  That means apart from inter-generational planning and introductions from satisfied clients, we get all of our business from other professionals such as financial advisers, accountants and management consultants.

To access the In the Know page, which will give you access to a range of useful PDFs, simply email info@planned-succession.com with a link to your business website requesting a password, which will only be provided to financial advisers, accountants and management consultants.