Succession Wealth Management
Initial consultation free
Independent
We specialise in looking after High Net Worth individuals, business owners & trustees/charities. Advice is underpinned by lifetime cashflow modelling.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Neil Stevens ACII, DipPFS Chartered Insurer, ACII, DipPFS, CertCII(MP)
Independent Financial Adviser
MR Trevor Doe DipPFS Dip PFS
Principal IFA
DR Alun Davies BSc, PhD, DipPFS BSc PhD Dip PFS
Principal IFA
MR James Keenan ACII, FPFS, MCSI ACII FPFS MCSI
Chartered Financial Planner
Contact us
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