SUCCESSION WEALTH MANAGEMENT LIMITED

Reference number: 588378

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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 8 other names
  • Law Society (NI) Financial Advice
  • London Wall Partners
  • LSNIFA
  • LWP
  • Succession Group
  • Succession Independent Schools
  • Succession Sports and Entertainment
  • Succession Wealth

Company details

From the company's Companies House record.

Company number
07882611
Company status
Active
Company type
Private limited company
Incorporated
14 December 2011 (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
Michael Harris Director Oct 1965 27 Sep 2022
Christopher Mark Wood Director Nov 1964 27 Sep 2022
Stephen David Willis Director Feb 1980 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

Check on the FCA register → Report a scam →

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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (17 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • 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

FCA actions and complaints

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

Names it no longer trades under

This firm has retired 4 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Independent Women
  • Law Society (NI) Financial Advice
  • LSNIFA
  • Succession Group Limited

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Common questions

Frequently asked questions

Is SUCCESSION WEALTH MANAGEMENT LIMITED FCA authorised?
Yes, SUCCESSION WEALTH MANAGEMENT LIMITED (FRN 588378) is authorised by the FCA to carry out regulated activities.
Is my money safe with SUCCESSION WEALTH MANAGEMENT?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about SUCCESSION WEALTH MANAGEMENT to the Financial Ombudsman Service, free of charge.
Is SUCCESSION WEALTH MANAGEMENT a scam or clone?
SUCCESSION WEALTH MANAGEMENT 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 WEALTH MANAGEMENT's Firm Reference Number (FRN)?
SUCCESSION WEALTH MANAGEMENT's FRN is 588378. You can verify it on the FCA register.