SUCCESSION WEALTH MANAGEMENT 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

• Complaints Contact

  Succession Wealth Ltd

  The Apex

  Brest Road

  Derriford Business Park

  Plymouth

  PL6 5FL

  UNITED KINGDOM

  Phone

  +4401752968500

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For 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

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For 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, Structured Deposits, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

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

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For 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, Structured Deposits, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For 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, Structured Deposits, 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.

• David Michael Lewis

  IRN DML00011

  • CF30 Customer (5 May 2015 to 31 Aug 2019)
• David Paul Burren

  IRN DPB00001

  • CF30 Customer (4 Oct 2018 to 17 Apr 2019)
• David Roger Jamieson

  IRN DRJ00019

  • CF30 Customer (19 Aug 2013 to 23 Mar 2018)
• Dawn Buckingham

  IRN DXB00241

  • SMF24 Chief Operations (since 1 Sep 2025)
  • SMF18 Other Overall Responsibility (28 Mar 2024 to 1 Sep 2025)
• Debra Marie Alison Dry

  IRN DMW01124

  • CF29 Significant management (6 Oct 2014 to 26 Sep 2016)
• Denica Michelle Arthur

  IRN DXA00312

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not 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)
  • [FCA CF] Functions requiring qualifications (since 21 Feb 2023)
  • [FCA CF] Client dealing (since 21 Feb 2023)
  • [FCA CF] Material risk taker (21 Feb 2023 to 22 Feb 2023)
• Dhan Sharma

  IRN DXS00049

  • [FCA CF] Client dealing (3 Jan 2022 to 4 Apr 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Apr 2023)
  • CF30 Customer (12 Apr 2016 to 8 Dec 2019)
• Dilara Uyduran

  IRN DXU23394

  • CF30 Customer (7 Nov 2019 to 8 Dec 2019)
• Dimitri James Philippidis

  IRN DJP01144

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Dec 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 7 Dec 2022)
  • CF30 Customer (26 Apr 2017 to 8 Dec 2019)
• Dominic Marco Sanzari

  IRN DXS00416

  • 12. Giving personal recommendations on and dealing in 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
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Functions requiring qualifications (since 1 Nov 2020)
  • [FCA CF] Client dealing (since 1 Nov 2020)

No changes recorded yet.