Succession Employee Benefit Solutions Limited

Reference number: 767956

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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.

Also trades as
  • Succession Group

Company details

From the company's Companies House record.

Company number
08146349
Company status
Active
Company type
Private limited company
Incorporated
17 July 2012 (14 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
Stephen David Willis Director Feb 1980 27 Sep 2022
Christopher Mark Wood Director Nov 1964 27 Sep 2022
Michael Harris Director Oct 1965 27 Sep 2022
Simon Roger Marsden Director Mar 1973 1 Feb 2024
Andrew Maitland Dinwiddie Director Jul 1984 23 Jul 2024
MICHELMORES SECRETARIES LIMITED Corporate secretary Not published 1 May 2017

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • 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.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

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

Track record

Action taken against them

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Common questions

Frequently asked questions

Is Succession Employee Benefit Solutions Limited FCA authorised?
Yes, Succession Employee Benefit Solutions Limited (FRN 767956) is authorised by the FCA to carry out regulated activities.
Is my money safe with Succession Employee Benefit Solutions?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Succession Employee Benefit Solutions to the Financial Ombudsman Service, free of charge.
Is Succession Employee Benefit Solutions a scam or clone?
Succession Employee Benefit Solutions 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 Employee Benefit Solutions's Firm Reference Number (FRN)?
Succession Employee Benefit Solutions's FRN is 767956. You can verify it on the FCA register.