Succession Wealth

Independent Financial Adviser  Connery House, Repton Place, Amersham, HP7 9LP
Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial 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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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
Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Michael Ageev
Wealth Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

Accreditations
Chartered financial planner - individual adviser accreditation
Michelle Crowley
Wealth Planner
Graham Dove
Wealth Planner

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

Keith Smithson
Wealth Planner

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

Hassan Zeb
Wealth Planner

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

Marcus Stirling
Associate Wealth Planner

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

Accreditations
Chartered financial planner - individual adviser accreditation
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: Connery House, Repton Place, White Lion Road, Amersham, HP7 9LP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
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
9.0/10
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FCA authorised
Last authorised 15th August 2022

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