Succession Group

Independent Financial Adviser Succession Group Ltd, Milford House 43-55, Milford Street, Wiltshire, Salisbury, SP1 2BP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th June 2019
We focus on meeting client needs using the latest technology and cash flow modelling for Investment, Retirement & Estate Planning
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Patrick Ryan
Financial Planner
David Lewis Dip PFS
Independent Financial Adviser
adviser-person
Tim Burton FPS Dip
Wealth Planner
adviser-person
James Pinckney Dip PFS
Wealth Planner
David Butler CHART FP
Chartered Finanical Planner
Accreditations
Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
Paul McLean Dip PFS
Wealth Planner
LEE TRIMBY
IFA
adviser-person
Johnny Waring
Financial Planner
What our clients say
David checked my financial investments , pensions and insurances and put an accurate plan together for me to take an over view of this and consider all my options. I found David's advise complete and accurate.
P BONE, SOUTHAMPTON
Over the years that David has managed my investments I have seen good growth and he has always been available and proactive and ensures that I am maximising my savings without pressurizing me. After I recent review I am very happy with the way things are going.
G BOWEN, Worcester Park
We receive excellent financial advice and guidance, free from financial/investment jargon and any form of "product payment benefit" to our adviser.His personal approach (and that of his Company colleagues) is performed in a friendly manner with a perceived operating objective that is directly tuned to "What is best for the Customer".He also readily demonstrates investment knowledge that the average customer is most likely to be unaware of, with the clear objective
B HART, SOUTHAMPTON
David has consistently offered very effective financial strategies that are clearly explained and have met my needs very well. He is quick and punctual in actioning transactions. Furthermore, he keeps all funds under constant review ensuring that the we have access to the latest and best products. David's friendly and knowledgeable approach makes him a pleasure to work with
M CARVER, Maidenhead
Where to find us

Succession Group Ltd, Milford House 43-55, Milford Street, Wiltshire, Salisbury, SP1 2BP

Make an enquiry
About us

Succession Group/ Wealth Management is the largest independently owned Advisory company with 14 Regional Offices that offers whole of market advice. All employees are shareholders which helps ensure that we are committed to excellent client service

Our services

We use the latest technology and planning solutions with cash flow modelling to ensure that your plans and expectations are met. We like to understand your objectives and then make the necessary arrangements to help you achieve the returns needed. Lifetime cash flow modelling will help you plan your goals and objectives, which in turn gives you peace of mind that you will not run out of money .

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Succession Wealth is Authorised and Regulated by the Financial Conduct Authority

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