Succession Wealth Management Limited
Succession Wealth Management Limited is an active company incorporated on 14 December 2011 with the registered office located in Plymouth, Devon. Succession Wealth Management Limited was registered 14 years ago.
Status
Active
Active since 12 years ago
Company No
07882611
Private limited company
Age
14 years
Incorporated 14 December 2011
Size
Large
Turnover is over £54M
Confirmation
Submitted
Dated 11 December 2025 (25 days ago)
Next confirmation dated 11 December 2026
Due by 25 December 2026 (11 months remaining)
Last change occurred 25 days ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (8 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Michelmores Secretaries Limited, Andrew Maitland Dinwiddie, and 5 more are mutual people.
Active
Andrew Maitland Dinwiddie, Michael Harris, and 5 more are mutual people.
Active
Andrew Maitland Dinwiddie, Michael Harris, and 5 more are mutual people.
Active
Michelmores Secretaries Limited, Susan Marie Puddephatt, and 1 more are mutual people.
Active
Simon Roger Marsden, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Susan Marie Puddephatt, Michelmores Secretaries Limited, and 1 more are mutual people.
Active
Susan Marie Puddephatt, Stephen David Willis, and 1 more are mutual people.
Active
Brands
Succession Wealth is a national financial advice firm that provides independent advice to clients across the UK.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£9.27M
Increased by £1.57M (+20%)
Turnover
£54.44M
Decreased by £5.72M (-10%)
Employees
Unreported
Same as previous period
Total Assets
£31.29M
Increased by £5.09M (+19%)
Total Liabilities
-£21.53M
Increased by £15.19M (+239%)
Net Assets
£9.76M
Decreased by £10.09M (-51%)
Debt Ratio (%)
69%
Increased by 44.59% (+184%)
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Repayment History
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