Succession Wealth

Independent Financial Adviser  2nd Floor Milford House, Salisbury, SP1 2BP
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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Joe Dancer
Wealth Planner

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

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK.

We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege.

We build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent.

Our services

We value our clients as individuals and continue to have a lifelong relationship with them. This individuality allows us to have an in-depth knowledge of their financial affairs and enables us to provide a bespoke financial plan, with the ability to evolve over the years and adapt to changing personal circumstances and legislation.

Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378.


The value of your investment(s) and the income derived from it, can go down as well as up and you may not get back the full amount you invested.

Where to find us
Head office address: 60 Church Street, Birmingham, B3 2DJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
7.0/10
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Independent Financial Adviser 2.88 mi
Truly independent financial advice tailored to your needs.
 
Independent Financial Adviser 5.64 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 5.74 mi
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
 
Independent Financial Adviser 6.27 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.