SUCCESSION WEALTH MANAGEMENT LIMITED

Name: SUCCESSION WEALTH MANAGEMENT LIMITED
Address: Succession Wealth Ltd, The Apex, Plymouth, PL6 5FL, GB
Telephone: 01752 762140
Price range: $$
Rating: 5

aka Succession Group, LWP, LSNIFA, London Wall Partners, Law Society (NI) Financial Advice, SUCCESSION WEALTH MANAGEMENT LIMITED

Authorised FRN 588378 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

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 588378
Status: Authorised
Date Authorised: 19 August 2013
Years Authorised: 12 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

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
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓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: 07882611
Company Status: Active
Incorporation Date: 14 December 2011
Directors: 6
Accounts Category: Full
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

Susan Marie Puddephatt
Approved
Stephen David Willis
Approved
Charlotte May Davey
Approved
Simon Roger Marsden
Approved
Adrian Webb
Approved
Thomas William Rigby
Approved
Christopher Patrick Truman
Approved
Dawn Buckingham
Approved
Michael Harris
ApprovedCertified
Nigel Chaplin
Certified
Philip James Allen
Certified
David Colin Nicholas Butler
Certified
David George Mahood
Certified
Graeme William Jenkins
Certified
Georgina Fay Bennett
Certified
Paul St John Derbyshire
Certified
Eoghann Alasdair King McPherson
Certified
Fergus Hugh Muirhead
Certified
Graham Alexander Dove
Certified
Hugo Frederick Clay
Certified

Google Reviews

5.0

1 review on Google

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Quick Facts

Plymouth, South West
12 years FCA-authorised
20 registered individuals
5 specialisms
20 FCA permissions
CH 07882611

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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.