Succession Advisory Services Limited

Name: Succession Advisory Services Limited
Address: Succession Wealth Ltd, The Apex, Plymouth, PL6 5FL, GB
Telephone: 01752 762140
Price range: $$
Rating: 5

aka Succession Advisory Services Limited

Authorised FRN 510054 5.0 (1)

About

Delivering independent financial advice to offer you peace of mind and financial wellbeing.

Source: successionwealth.co.uk

Contact & Location

Address

The Apex, Business Park, Brest Rd, Derriford Roundabout, Plymouth PL6 5FL, UK

More advisers in Plymouth

Phone

01752 762140

Website

successionwealth.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Wealth Management Investments

Regulatory Information

FRN: 510054
Status: Authorised
Date Authorised: 13 October 2010
Years Authorised: 15 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (6)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Managing investments
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging safeguarding and administration of assets
✓Arranging (bringing about) deals in investments

Companies House

Company Number: 06711051
Company Status: Active
Incorporation Date: 30 September 2008
Directors: 2
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

Thomas William Rigby
Approved
Simon Roger Marsden
Approved
Michael Tunstall
Approved
Sarah Louise Pope
Approved
Aaron Dylan Siddiqui Taylor
Certified
Alwyn Frances Tomlinson
Certified
James Alexander Stevenson
No longer required
Susan Marie Puddephatt
Approved
Tony Bullock
Approved
Simon Nicholas Taylor
No longer required
Wadham St John Downing
No longer required
Stephen David Willis
Approved
Peter Brian Coleman
Approved
Christian Marcel Captieux
Approved
Ian Geoffrey Shipway
No longer required
John Arthur Davey
No longer required
Richard John Rhodes
Approved
Paul Stephen Morrish
No longer required
Steven Allen Harris
Approved
Paul McMahon
Approved

Google Reviews

5.0

1 review on Google

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Quick Facts

Plymouth, South West
15 years FCA-authorised
20 registered individuals
2 specialisms
6 FCA permissions
CH 06711051

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.