David Hole

Coaching and Common Sense guidance on Life, Money, Retirement and Later Life Planning. I help individuals find clarity and purpose, then set goals and establish the steps needed to achieve them......

David Hole is a Wealth Planner at Succession Wealth, a leading UK wealth management and financial planning business overseeing billions in client funds.

Succession Wealth, founded in 2009, has achieved remarkable growth while maintaining independence, with a team of 600 individuals across 12 regional offices in the UK.

David's role involves helping clients define their financial goals, develop strategies to achieve them, and implement steps towards realizing their objectives, covering areas like estate planning, pensions, taxation, and investments.

Succession Wealth is dedicated to providing personalized and exemplary service, focusing on helping clients reach their full financial potential and turning their financial goals into reality.

The organization invests in client-facing teams, technology, its proprietary investment platform, and model portfolio services, setting up specialized units like the Retirement Review Centre to enhance wealth planning services.

Apart from its business activities, Succession Wealth actively engages in charitable endeavors through Succession Giving, supporting national charities like Cancer Research UK and contributing to local community causes.

Before his current role, David held positions as a Director at Norris and Fisher IFS LTD and as an Associate Director at Towry Law International. He pursued his education at Ferndown Upper School.