Succession Financial Management Limited

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

aka Succession Wealth, Succession Sports & Entertainment, Succession Group, LSNIFA, Law Society (NI) Financial Advice, Aviva Financial Advice, Aviva Equity Release Advice, Succession Financial Management Limited

Authorised FRN 225831 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

View on Google Maps

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

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 225831
Status: Authorised
Date Authorised: 6 November 2003
Years Authorised: 22 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (18)

Show all permissions

✓Acting as a CBTL arranger
✓Acting as a CBTL advisor
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04454027
Company Status: Active
Incorporation Date: 5 June 2002
Directors: 6
Accounts Category: Audit Exemption Subsidiary
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

Susan Marie Puddephatt
Approved
Stephen David Willis
Approved
Simon Roger Marsden
Approved
Adrian Webb
Approved
Thomas William Rigby
Approved
Christopher Patrick Truman
Approved
Dawn Buckingham
Approved
Charlotte May Davey
Approved
Michael Harris
ApprovedCertified
Nigel Chaplin
Certified
Philip James Allen
Certified
Graeme William Jenkins
Certified
David Colin Nicholas Butler
Certified
David George Mahood
Certified
Dominic Marco Sanzari
Certified
Fergus Hugh Muirhead
Certified
Hassan Zeb
Certified
Hugo Frederick Clay
Certified
James Charles Pinckney
Certified
John David Andrews
Certified

Google Reviews

5.0

1 review on Google

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Quick Facts

Plymouth, South West
22 years FCA-authorised
20 registered individuals
5 specialisms
18 FCA permissions
CH 04454027

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Data Sources

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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.