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
10 /10
FCA verified
19th August 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
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
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
Retirement advice standard Later Life Accredited Adviser Chartered Financial Planner
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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