Succession Wealth Management 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: 14 Dec 2011
Industries:
64999 - Financial intermediation not elsewhere classified
Website: successionwealth.co.uk
Phone: +01142630032
Email: hello@successionwealth.co.uk
Location: Plymouth
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
Financial Snapshot
Cash in Bank
Turnover
EBITDA
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Employees
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People
Officers
7
Shareholders
1
Controllers (PSC)
1
Michael Harris
Director • British • Lives in United Kingdom • Born in Oct 1965
Simon Roger Marsden
Director • British • Lives in United Kingdom • Born in Mar 1973
Susan Marie Puddephatt
Director • British • Lives in England • Born in Oct 1962
Christopher Mark Wood
Director • British • Lives in United Kingdom • Born in Nov 1964
Stephen David Willis
Director • British • Lives in England • Born in Feb 1980
Registered Office Address
The Apex, Brest Road Derriford Business Park
Derriford
Plymouth
PL6 5FL
United Kingdom
Basic Information
LTD
14 Dec 2011
ENGLAND WALES
Yes
Industry Classification
64999
Company Attributes
N/A
N/A
N/A
N/A
Summary
31
Officers
1
PSCs
0
Filings