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

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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.

• 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.

• Mahfuzar Rahman

  IRN MXR01630

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

  IRN MXA00053

  • [FCA CF] Manager of certification employee (4 Feb 2021 to 30 Nov 2025)
• Mark Andrew Eeles

  IRN MAE00008

  • [FCA CF] Manager of certification employee (1 Apr 2021 to 30 Jun 2023)
• Mark Duncan Rogers

  IRN MOR00001

  • 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] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (31 Aug 2017 to 8 Dec 2019)
• Mark Johnson

  IRN MXJ00040

  • [FCA CF] Client dealing (13 Jan 2020 to 15 Apr 2024)
  • [FCA CF] Functions requiring qualifications (13 Jan 2020 to 15 Apr 2024)
• Mark Paul Kilner

  IRN MPK00001

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

  IRN MAS01273

  • [FCA CF] Manager of certification employee (6 Apr 2021 to 31 Jan 2022)
• Matthew James Morgan

  IRN MJM01557

  • [FCA CF] Manager of certification employee (7 Jan 2025 to 7 Feb 2025)
• Maureen Cartlidge

  IRN MAM01157

  • [FCA CF] Manager of certification employee (since 30 Jun 2025)
• Melvyn Davidson Scott

  IRN MXS00171

  • CF30 Customer (20 Sep 2017 to 31 Oct 2018)

No changes recorded yet.