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

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  • · 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.

• Paul Thomas Finch

  IRN PTF00003

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2022)
  • CF30 Customer (2 Feb 2015 to 8 Dec 2019)
• Pegman Sassoon

  IRN PXS01808

  • CF30 Customer (27 Feb 2017 to 14 Apr 2017)
• Peregrine St John Smith

  IRN KDS01035

  • CF30 Customer (5 Mar 2015 to 4 Jan 2016)
• Peter Alexander Cross

  IRN PAC01335

  • 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 Sep 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Sep 2025)
• Peter Brian Coleman

  IRN PBC01028

  • SMF1 Chief Executive (10 Dec 2021 to 15 Sep 2022)
  • Responsible for Insurance Distribution (10 Dec 2021 to 15 Sep 2022)
  • SMF3 Executive Director (10 Dec 2021 to 15 Sep 2022)
• Peter Geoffrey Angell

  IRN PGA00003

  • 12. Giving personal recommendations on and dealing in 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
  • 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)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (20 Sep 2017 to 8 Dec 2019)
• Peter Gerard Viney

  IRN PGV00001

  • [FCA CF] Client dealing (9 Dec 2019 to 22 Jul 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Jul 2022)
  • CF30 Customer (21 Mar 2017 to 8 Dec 2019)
• Peter Ian Dubber

  IRN PID00003

  • [FCA CF] Client dealing (9 Dec 2019 to 27 Mar 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Mar 2023)
  • CF30 Customer (16 Oct 2015 to 8 Dec 2019)
• Peter Jonathan Geary

  IRN PJG00054

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Feb 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 7 Feb 2023)
  • CF30 Customer (23 Dec 2015 to 8 Dec 2019)
• Peter Thomas Andrews

  IRN PTA00003

  • [FCA CF] Client dealing (9 Dec 2019 to 16 Apr 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 16 Apr 2026)
  • CF30 Customer (15 Jun 2016 to 8 Dec 2019)

No changes recorded yet.