Succession Wealth Management Ltd

Independent Financial Adviser  55 Vanguard Chase, Norwich, Norfolk, 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
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
9.2/10
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Michael Johns
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

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 assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

Succession Wealth is the UK’s largest Independent Wealth Planning company who looks after over 17,000 clients.

This give us the strength of a national business, which is delivered on a personal and local level.

Our services

We always start by asking a few simple questions; what do you want to achieve? How much is enough? When do you want to achieve financial independence?

As an Independent Financial Planner, I specialise in helping my clients take control of their financial future. My aim is to inspire confidence and remove concerns over money being a barrier in achieving financial independence.

Rather than repeating industry jargon, I keep advice clear and simple to understand.

The first step is a no obligation chat to find out more.

Where to find us
Head office address: 55 Vanguard Chase, Norwich, Norwich, Norfolk, NR5 0UG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.2/10
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Restricted - whole of market 0 mi
Chartered Wealth Management. 30 Years' Tax-efficient Investment & Retirement Solutions.
 
Independent Financial Adviser 0 mi
We have a wealth of experience, get in touch for a free initial consultation.
 
Independent Financial Adviser 0.15 mi
Broadland Consultants, 'The Home of Independent Financial Advice' for Norwich and Norfolk.
 
Independent Financial Adviser 0.16 mi