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

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  • · 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.

• Dawn Buckingham

  IRN DXB00241

  • SMF24 Chief Operations (since 1 Sep 2025)
  • SMF18 Other Overall Responsibility (28 Mar 2024 to 1 Sep 2025)
• Ehson Dejahang

  IRN EXD01281

  • [FCA CF] Functions requiring qualifications (13 Jan 2020 to 17 Nov 2023)
  • [FCA CF] Client dealing (13 Jan 2020 to 17 Nov 2023)
• Eoghann Alasdair King McPherson

  IRN EAM00002

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Apr 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 15 Apr 2024)
  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
• Fergus Hugh Muirhead

  IRN FHM00003

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (17 Sep 2018 to 8 Dec 2019)
• Francis Williamson

  IRN FXW00009

  • [FCA CF] Functions requiring qualifications (3 Jun 2024 to 14 Aug 2024)
  • [FCA CF] Client dealing (3 Jun 2024 to 14 Aug 2024)
• Gareth Michael Barlow

  IRN GXB00007

  • [FCA CF] Manager of certification employee (29 Jun 2023 to 31 Dec 2025)
• Graham Nicoll

  IRN GSN01008

  • SMF18 Other Overall Responsibility (23 Sep 2024 to 1 Dec 2025)
• Gregory William Wood

  IRN GWW01046

  • [FCA CF] Manager of certification employee (17 Apr 2024 to 31 Mar 2026)
• Helen Victoria Blackmore

  IRN HXB00140

  • SMF3 Executive Director (15 Feb 2022 to 15 Sep 2022)
• Huw Wedlock

  IRN HXW00287

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

No changes recorded yet.