Succession Wealth

Independent Financial Adviser  63 Merdon Avenue, Eastleigh, Hampshire, SO53 1GD
First meeting at adviser's own cost
Pre & Post Retirement Specialist, 30 years experience, Chartered Financial Planner & Society of Later Life Adviser (SOLLA) . Defined Benefit /Final Salary Pension Transfer FCA GOLD standard service Award
We can advise you on
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Annuity purchase
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Defined benefit
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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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Equity release
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR David Butler Chart FP
Chartered & Pension Transfer & Care Fees Specialist

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.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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
Later Life Accredited Adviser Retirement advice standard Chartered financial planner - individual adviser accreditation
What our clients say
Having a professional looking after my investment. 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. What could they have done better? There is nothing more that I need or would expect from my adviser so I cannot suggest any improvements
Mr G Bowen, London
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 of keeping conversant with current and future financial and investment opportunities. What could they have done better? To answer this to the benefit of our adviser we would need a far greater knowledge of the financial/investment industry. The key things that we look for are a friendly approach, good manners and to demonstrate that he listens to understand the customer's objectives and requirements. In this context we have no criticis
Mr B Hart, Southampton
Needed advice on investments. 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
About us

Succession Wealth is the largest independently owned advisory company with 14 Regional Offices that offers whole of market advice. Employees are shareholders which helps ensure that we are committed to excellent client service.

Our services

We work with you to understand your goals and objectives and then make the necessary arrangements to help you achieve the returns needed. Lifetime cash flow modelling will help you plan your finances to ensure that your expectations are met.

Where to find us
Head office address: 63 Merdon Avenue, Chandler's Ford, Eastleigh, SO53 1GD
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Succession Wealth is Authorised and Regulated by the Financial Conduct Authority ref 588378

Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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