Please note, the platform will be intermittently unavailable from 4:00am to 11:59pm on Sunday 29 March, while we carry out routine maintenance. We apologise for any inconvenience this may cause.



The Succession Investment Platform harnesses the latest internet-based online technology in a secure environment allowing Financial Planners and their Clients access to a wide range of investments and tax wrappers in a single place.

It offers unrivalled whole of market access spanning all major asset classes as well as specialist investment solutions. Current valuations are available across client portfolios on a real-time basis.

If you are experiencing any technical difficulties with the Succession Investment Platform, please contact the Succession Support Desk at: or tel: 0345 074 5848.

If you are a client and you are experiencing any technical difficulties or have any queries regarding your platform account, please contact your Financial Planner.

Activate your Online Account

The rollout of our new platform is ongoing. If you need to access the old platform:

  • Log in to the old platform.



For the security of customers, any unauthorised attempt to access customer information will be
monitored and may be subject to legal action.