Succession Employee Benefit Solutions Limited

• Principal Place of Business

  Succession Wealth Ltd

  The Apex

  Brest Road

  Derriford Business Park

  Plymouth

  PL6 5FL

  UNITED KINGDOM

  Phone

  +4401752968500

  Web

  https://www.successionwealth.co.uk/corporate-benefit-solutions

• Complaints Contact

  Succession Wealth Ltd

  The Apex

  Brest Road

  Derriford Business Park

  Plymouth

  PL6 5FL

  UNITED KINGDOM

  Phone

  +4401752968500

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Christopher David Hocknull

  IRN CDH01083

  • [FCA CF] Manager of certification employee (1 Aug 2024 to 2 Sep 2025)
• Christopher Grimes

  IRN CXG00082

  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
• Christopher Patrick Truman

  IRN CXT00467

  • SMF24 Chief Operations (since 1 Sep 2025)
  • SMF18 Other Overall Responsibility (3 May 2024 to 1 Sep 2025)
• Claire Smith

  IRN CXB02121

  • [FCA CF] Manager of certification employee (since 4 Nov 2024)
• Claire Sugden

  IRN CXS00845

  • [FCA CF] Manager of certification employee (25 Mar 2024 to 2 Dec 2024)
• Colin Francis Xavier Hanrahan

  IRN CFH00010

  • CF30 Customer (24 Nov 2017 to 7 Sep 2018)
• David Addison Ross

  IRN DAR00011

  • [FCA CF] Client dealing (3 Jan 2022 to 31 Jan 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jan 2022)
  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
• David Charles Bywater

  IRN DCB00012

  • [FCA CF] Manager of certification employee (since 31 Jul 2025)
• David Evans

  IRN DXE00041

  • [FCA CF] Manager of certification employee (17 May 2022 to 31 Mar 2026)
• David John Colgan

  IRN DJC00149

  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)

No changes recorded yet.