Investors Planning Associates Limited
Succession Wealth is a national financial advice firm dedicated to delivering independent financial advice tailored to individual client needs, ensuring peace of mind and financial wellbeing.
Founded: 19 Oct 1970
Industries:
64999 - Financial intermediation not elsewhere classified
Website: successionwealth.co.uk
Phone: +01142630032
Email: hello@successionwealth.co.uk
Location: Exeter
Products & Services
• cashflow modelling
• financial advice
• financial advisor
• financial consultant
• financial wellbeing
• independent financial advice
• investment management
• investment strategies
• personal financial plans
• retirement planning
• wealth planning
People
Officers
2
Shareholders
33
Controllers (PSC)
2
Paul Stephen Morrish
Director • British • Lives in United Kingdom • Born in Dec 1965
Susan Marie Puddephatt
Director • British • Lives in England • Born in Oct 1962
Registered Office Address
2nd Floor Stratus House Emperor Way
Exeter Business Park
Exeter
EX1 3QS
Basic Information
LTD
19 Oct 1970
ENGLAND WALES
No
11 Jun 2025
Industry Classification
64999
Company Attributes
N/A
N/A
Yes
N/A
Summary
22
Officers
2
PSCs
0
Filings