Succession Wealth

Independent Financial Adviser  55 Vanguard Chase, Norwich, NR5 0UG
First meeting at adviser's own cost
Financial planning is not about pensions, ISA's and complicated investments. It's about people.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Regular savings
check
Savings for children
check
School fees planning
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
EEA
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
Response rating
10/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Michael Johns
Wealth Planner

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

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

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

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

About us

Succession Wealth are one of the UK’s largest privately-owned national wealth management businesses, who have achieved Associate Firm status aligned to the Personal Finance Society (PFS).

Our services

Our dedicated Wealth Planners and support staff are located the length and breadth of England and Scotland, from Inverness to Plymouth, supporting thousands of individuals, families, corporations, and schools to achieve more with their money.

By offering tailored advice on matters such as cashflow and generational planning, as well as ongoing financial services, we’re able to support people to achieve their goals throughout their lifetime.

Where to find us
Head office address: Connery House, Repton Place, White Lion Road, Amersham, HP7 9LP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£10,100,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.95 mi
We provide Independent Financial Advice to Individuals and Corporate clients.
 
Independent Financial Adviser 1.18 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.45 mi
We do more financial planning in 2 hours, than most do in 7 years
 
Independent Financial Adviser 2.53 mi