Succession Wealth Ltd
Initial consultation free
Independent
Financial planning is not about pensions, ISA's and complicated investments. It's about people.
We can advise you on
Clients
helped
118helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Michael Johns
Independent Financial Adviser
What our clients say
mw
Mrs W
Michael explains things very clearly and is incredibly patient, not minding at all if I don't understand initially.
He always seems to grasp any questions/concerns I have and manages to put things...
mh
Mr H
The nature of my job and being the only income generator for my family; financial protection/support for the family should anything happen to me.
Michael is great at deciphering the - for me -...
mj
Mr J
I am approaching 55 and wanted to consolidate some of my pensions, release a small amount of TFC and be reassured that I would not trigger the MPAA.
Michael carried out a full review of my finances,...
mt
Mrs T
I'm now retired and was advised by my previous employer Aviva. I needed to consider my options regarding my pension pot, which to be fair is quite small. I'm totally flummoxed by pension and...
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