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.

• Gareth Michael Barlow

  IRN GXB00007

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

  IRN GXS00772

  • 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 13 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 13 Mar 2025)
• Gavin David Johnson

  IRN GDJ00011

  • 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] Client dealing (since 1 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Jul 2025)
• Gavin Pike

  IRN GJP01104

  • [FCA CF] Client dealing (2 Oct 2023 to 12 Sep 2024)
  • [FCA CF] Functions requiring qualifications (2 Oct 2023 to 12 Sep 2024)
• George Christopher THOMAS

  IRN GXT09357

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Oct 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 30 Oct 2023)
  • CF30 Customer (14 Dec 2018 to 8 Dec 2019)
• Georgina Fay Bennett

  IRN GFB01035

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (14 Jul 2015 to 8 Dec 2019)
• Gerald Howard Bennett

  IRN GHB00008

  • CF30 Customer (24 Jun 2015 to 31 Dec 2018)
• Geraldine Halpin

  IRN GXH01565

  • [FCA CF] Client dealing (9 Dec 2019 to 3 Jul 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Jul 2023)
  • CF30 Customer (30 Aug 2017 to 8 Dec 2019)
• Gervase Paul Lancaster

  IRN GXL00031

  • [FCA CF] Client dealing (9 Dec 2019 to 14 Jul 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Jul 2025)
  • CF30 Customer (6 Dec 2016 to 8 Dec 2019)
• Glenn Arend Van Der Kamp

  IRN GAV00005

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Jul 2021)
  • CF30 Customer (2 Nov 2018 to 8 Dec 2019)

No changes recorded yet.