Succession Advisory Services
Succession Advisory Services Limited is a financial planning organization that provides independent and restricted advice to clients across the UK. The company offers a range of investment solutions and services.
- Wealth planning advice
- Financial planning services
- Investment platform solutions
Locations
Digital Popularity
Social Media
Competitors
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Inspire Wealth Ltd is a firm of independent Wealth Advisers and Discretionary Fund Managers, focusing on Lifestyle Planning, Investment Planning, and Tax Planning.
West Financial Management provides a range of financial services including pensions, savings, investments, and protection.
Company Details
Succession Advisory Services is operated by Succession Advisory Services Limited and is a Active company incorporated on 30 September 2008 with the registered office located in Plymouth, Devon. Succession Advisory Services Limited was registered 16 years ago.
Status
Active
Size
Unreported
Directors
5
Age
16 years old
Employees
10
Turnover
£9.2M
Total Assets
£31.42M
Cash in Bank
£1.22M
Total Liabilities
-£1.74M
Teams
11
4
4
4
2
Non Executive Director • Joined Jan 2014
Director • Joined Jul 2022
Director • Joined Nov 1960
Membership Director
Managing Director • Joined Dec 2009
Model Portfolio Service Manager • Joined Jan 2021
Head Of Distribution Platfrom And Investments • Joined Mar 2011
Investment Analyst • Joined Nov 2021
Investment Analyst • Joined Apr 2024
Senior Investment Analyst • Joined Apr 2022
Non Executive Director • Joined Jan 2014
Director • Joined Jul 2022
Director • Joined Nov 1960
Managing Director • Joined Dec 2009
Investment Analyst • Joined Nov 2021
Investment Analyst • Joined Apr 2024
Senior Investment Analyst • Joined Apr 2022
Financial Adviser
Director • Joined Jul 2022
Director • Joined Nov 1960
Membership Director
Managing Director • Joined Dec 2009
Model Portfolio Service Manager • Joined Jan 2021
Head Of Distribution Platfrom And Investments • Joined Mar 2011
View 11 members