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
helped
< 10
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£100k+
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
Contact us
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