Succession Holdings Ltd
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: 18 Jul 2012
Industries:
64205 - Activities of financial services holding companies
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
Gross Profit
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Employees
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People
Officers
2
Shareholders
1
Controllers (PSC)
2
Simon Roger Marsden
Director • British • Lives in United Kingdom • Born in Mar 1973
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
18 Jul 2012
ENGLAND WALES
Yes
Industry Classification
64205
Company Attributes
N/A
N/A
N/A
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Summary
19
Officers
2
PSCs
0
Filings