Succession Wealth

Independent Financial Adviser  Campion House, Kidderminster, Worcestershire, DY10 1JF
First meeting at adviser's own cost
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
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 & 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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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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Equity release
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Flexible mortgages
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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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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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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Employee benefits
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Stacey Chamberlain
Wealth Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This exam accesses understanding of the financial services industry including regulation and legislation.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Peter Geary
Wealth Planner

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This examination assesses a knowledge and understanding of financial protection plans.

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

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

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.

Steve Gore
Wealth 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.

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

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

About us

At Succession Wealth we work with individuals, entrepreneurs and executives to achieve what we believe are the three pillars of wealth planning; protect, grow and preserve.

Our client focussed service enables us to tailor financial plans to the needs of each client, as we understand that everyone is different.

Our services

We take immense pride in building and maintaining big picture, bespoke financial plans for every individual client.

Aligning their wealth with their personal goals and values allows us to aid clients in meeting their objectives and maximising their opportunities. This helps to reduce unnecessary risk and specialise in creating financial independence through various products and services, but most importantly gives our clients the opportunity to live their lives how they wish to do so with greater financial freedom.

Where to find us
Head office address: Campion House, Green Street, Kidderminster, DY10 1JF
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£125,000
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.

Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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