Succession Advisory Services Limited

Reference number: 510054

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
06711051
Company status
Active
Company type
Private limited company
Incorporated
30 September 2008 (17 years old)
Registered office
The Apex, Brest Road Derriford Business Park, Derriford, Plymouth, PL6 5FL, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Simon Roger Marsden Director Mar 1973 1 Feb 2024
Michael John Tunstall Director Sep 1989 12 Jun 2025
MICHELMORES SECRETARIES LIMITED Corporate secretary Not published 1 May 2017

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • SIPP activity limited to agreed list
    The firm must not permit any other SIPP products on its investment platform other than those specified in the SIPP Product Partner List provided to the Permissions Department on 7 December 2012. Any requests to remove this requirement or add another SIPP Product Partner must be approved by the FSA in the first instance
  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Succession Advisory Services Limited FCA authorised?
Yes, Succession Advisory Services Limited (FRN 510054) is authorised by the FCA to carry out regulated activities.
Is my money safe with Succession Advisory Services?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Succession Advisory Services to the Financial Ombudsman Service, free of charge.
Is Succession Advisory Services a scam or clone?
Succession Advisory Services is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Succession Advisory Services's Firm Reference Number (FRN)?
Succession Advisory Services's FRN is 510054. You can verify it on the FCA register.