Succession Wealth

Independent Financial Adviser  63 Merdon Avenue, Eastleigh, Hampshire, SO53 1GD
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FCA authorised
Last authorised 25th January 2021
Pre & Post Retirement Specialist, 30 years experience, Chartered Financial Planner & Society of Later Life Adviser (SOLLA) Whole of market Independent Financial Advice Defined Benefit /Final Salary Pension Transfer GOLD standard service
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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Buy my next home
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Buy to let
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Equity release
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Mortgage protection
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Next home / Remortgaging
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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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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Group risk
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Long term care
Meet our advisers
David Butler Chart FP
Chartered & Pension Transfer & Care Fees Specialist
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 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.

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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    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 588378

63 Merdon Avenue, Chandler's Ford, Eastleigh, Hampshire, SO53 1GD

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