Succession Wealth

Independent Financial Adviser  Succession Wealth, Salisbury, Wiltshire, SP1 2BP
First meeting at adviser's own cost
We offer whole of market Independent Financial Advice on a National basis. Pension Transfer GOLD standard service. Plus Specialist brand names Independent Women and Independent Schools Care Fees and Lifetime Mortgage Specialists
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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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
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th May 2020
Meet our advisers
LEE TRIMBY
IFA

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Paul McLean Dip PFS
Wealth Planner

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

Patrick Ryan
Financial Planner

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Tim Burton
Wealth Planner

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

James Pinckney Dip PFS
Wealth Planner

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

David Butler
Chartered Finanical Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

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.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

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.

This AFPC module provided an advanced knowledge of life and health protection. The October 2004 examination qualified the individual to advise on long-term care insurance.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser Retirement advice standard
What our clients say
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
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
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
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
About us

Succession Wealth 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 .

Where to find us
Head office address: Succession Wealth, Milford House 43-55, Milford Street, Salisbury, Wiltshire, SP1 2BP
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th May 2020

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