Response rating
7.0/10
FCA verified
19th June 2017

.Succession Group.

Independent Financial Adviser All Saints House, Barnwell, Peterborough, PE8 5PU
First meeting at adviser's own cost
Succession Group's unique approach to Wealth Planning meets clients individual needs, and financial freedom and security in a changing world.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Capital gains tax
    • Estate planning
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • EEA
    • Rest of world
    • Buy to let
    • Equity release
    • Flexible
    • Remortgage
    • Residential
    • Long term care
Meet our advisers
Adrian Banks
Wealth Planner
Accreditations
Care advice standard
What our clients say
Having a good and trusted financial adviser is beneficial to one's wellbeing and peace of mind. A financial adviser will fulfil many roles not dissimilar to those of the Doctor, Priest, Social Worker and Mortgage Lender. To provide personal and relevant advice s/he requires an in depth knowledge about the client's situation, beliefs and life style. The need for complete trust is an essential part of the relationship, and is based on the evidence of the adviser's manner, attitudes and quality of the advice provided. Mr Adrian Banks has provided me and my husband with just such a service over the past 14 years. Mrs L Z James
Mr & Mrs James, Cambridge
Where to find us
About us

We understand that while every client is unique, two things are key when it comes to your financial future-the need for clarity and certainty.
Your Succession plan will:
*Clarify your current situation
*Provide an action plan describing how you
can achieve your future financial goals and
aspirations
*Give a visual representation of the financial
future you can look forward to by implementing our recommendations.
*Detail the financial road map or your future success

Your Succession Plan sets out how to create,and protect your wealth, whilst ensuring the efficient distribution of your wealth to your chose beneficiaries.

Our services

The benefits to you.

Our aim is to instil a sense of confidence, clarity and certainty for all our clients. This is achieved through the delivery of your Succession Plan, a bespoke financial plan designed to help you understand what has to happen for you to live he life you desire, both now and in the future.

rest assured in the knowledge that we will be there with you throughout your journey

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£1,000,000
Compliance

SOLLA Accredied

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