Succession Advisory Services Limited

#06711051 Active

Succession Wealth specializes in providing tailored advisory services that enhance client experiences, drive sustainable profits, and foster capital growth. They focus on creating recurrent revenue streams for their clients.

Founded: 30 Sept 2008
Industries:
64999 - Financial intermediation not elsewhere classified
Location: Plymouth

Products & Services

• financial advisory
• press advisory
• succession advisory services
• succession planning
• wealth management

Financial Snapshot

Last accounts made up to 31 Dec 2024
Next accounts due 30 Sept 2026 (9 months)
Cash in Bank
£0.34m
↓ 23%
Turnover
£2.1m
↑ 15%
EBITDA
£0.45m
↑ 8%
Gross Profit
£0.89m
↑ 12%
Total Liabilities
£0.72m
↓ 17%
Employees
14
↑ 0%
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People

Officers
3
Shareholders
1
Controllers (PSC)
4
Simon Roger Marsden
Director • British • Lives in United Kingdom • Born in Mar 1973
Simon Taylor
Director • British • Lives in United Kingdom • Born in Jun 1970
Michael John Tunstall
Director • British • Lives in United Kingdom • Born in Sept 1989

Registered Office Address

The Apex, Brest Road Derriford Business Park

Derriford

Plymouth

PL6 5FL

United Kingdom

Basic Information

LTD
30 Sept 2008
ENGLAND WALES
Yes

Industry Classification

64999

Company Attributes

N/A
N/A
N/A
N/A

Summary

33
Officers
4
PSCs
0
Filings