Succession Wealth Ltd

Independent Financial Adviser  Unit 12, Park Farm Business Centre, Bury st edmunds, Suffolk, IP32 6BH
First meeting at adviser's own cost
Independent Financial Advisers based near Bury St Edmunds, Suffolk. Specialising in helping clients achieve the life they want to live.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Andy Manning Dip PFS
Managing Director and Independent Financial Adviser

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

Michael Johns

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
LPI and Andy Manning are a very professional team who react quickly and efficiently to their clients needs whether its pension advice or general financial planning. Being a local company gives us the opportunity to meet at short notice should the need arise.
Mr Martyn Simonds, Norfolk
Andy has been my financial advisor for the last eighteen years, during which he has shown genuine interest and taken time to understand my changing circumstances. He is easy to get along with, approachable and very patient explaining complicated financial matters in a professional and straightforward manner (twice if necessary). I meet with Andy every year and we discuss my goals, attitude to risk and review investments accordingly. I am satisfied with the service I receive from all of the staff at langham Pensions and Investments they are efficient and welcoming. I would have no hesitation in recommending Andy to friends, colleagues and family.
Mrs Julia Bamonte, Suffolk
Andy has provided me with very sound financial advice over many years. He has helped me to invest wisely, to think about provision for my old age and how best to negotiate my way through possible inheritance tax. Andy provides a personal, caring and thoroughly professional service. He is quickly responsive to any doubts or queries I have, provides regular updates and ensures we have at least one meeting every year.
Mrs Gillian Crow, Suffolk
I have known Andy Manning for about 6-7 years and during the time I have been a client of LPI, Andy has offered very valuable advice, while providing a very professional service. Andy is polite, courteous and is always helpful and willing to assist. I believe that Andy fully understands my financial situation and knows what I would like to achieve with my financial planning goals and objectives. Andy also understands my attitude to risk. LPI provide very informative and fully explained recommendations, with clear reasoning of advantages and disadvantages. I appreciate and understand the charges made for the service provided.
Mr Roger Mitchell, Suffolk
About us

We are a company with a local and friendly outlook offering a specialised range of professional services, independent financial planning and advisory services to individuals, trustees and small business owners. We pride ourselves on both the level and quality of service we provide. We go to great lengths to explain everything to our clients in a way that they can fully understand and appreciate. We have been acting for the majority of our clients for over 15 years now, previously through Langham Pensions & Investments Limited and now via Succession Group.

Our services

We provide pre and post -retirement pension and investment advice to people living in Suffolk and Norfolk as well as helping those from Cambridgeshire.

Where to find us
Head office address: Unit 12, Park Farm Business Centre, Fornham St Genevieve,, Bury St Edmunds, Suffolk, IP28 6TS
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th August 2020

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