Succession Wealth

Succession Wealth is a national financial advice firm that provides independent advice to clients across the UK. Their Wealth Planners work with clients to develop financial plans tailored to individual goals.
  • Cashflow modelling
  • Investment strategies
  • Independent financial advice
  • Personalised financial planning
Size
Large
Phone
N/A
Website
tmsfs.com
Email
N/A
Locations
Weston Business Park, 6 Landscape Cl, OX25 3SX
01865848770
Airedale House, 423 Kirkstall Rd, LS4 2EW
01132393388
The Firs, HP22 5DX
01296695300
2nd Floor, Milford House, 43-55 Milford Street, SP1 2BP
01722413348
Central House, Beckwith Knowle, HG3 1UF
01423510000
Whitefriars St, Lewins Mead, BS1 2NT
01179276026
2 Sandport Pl, EH6 6EU
01314542345
Omega Court, S11 8FT
01142630032
60 Church St, B3 2DJ
01212129212
Mitchell Court, Castle Mound Way, CV23 0UY
01788537757
View 18 addresses
Digital Popularity
Social Media
Company Details
Succession Wealth is operated by Succession Wealth Management Limited and is a Active company incorporated on 14 December 2011 with the registered office located in Plymouth, Devon. Succession Wealth Management Limited was registered 13 years ago.
Status
Active
Size
Unreported
Directors
7
Age
13 years old
Employees
Unreported
Turnover
£54.44M
Total Assets
£31.29M
Cash in Bank
£9.27M
Total Liabilities
-£21.53M
Mr Michael Harris
Director • British • Lives in UK • Born in Oct 1965
Mr Simon Roger Marsden
Director • British • Lives in UK • Born in Mar 1973
Susan Marie Puddephatt
Director • Chief Risk Officer • British • Lives in England • Born in Oct 1962
Stephen David Willis
Director • Chartered Accountant • British • Lives in England • Born in Feb 1980
Mr. Christopher Mark Wood
Director • British • Lives in UK • Born in Nov 1964
Andrew Maitland Dinwiddie
Director • Chief Financial Officer • British • Lives in England • Born in Jul 1984
More information on Succession Wealth Management Limited