Succession Wealth | Wealth Planners

Our Wealth Planners

Adam O'Hara

Wealth Planner

Based in Truro

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Adrian Kemp

Wealth Planner

Based in Leicester

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Alex Brown

Mortgage Adviser

Based in Hemel Hempstead

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Alex Cummings

Chartered Wealth Planner

Based in Manchester

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Alex Johnston

Wealth Planner

Based in Warwickshire

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Alexandra Cheal

Associate Wealth Planner

Based in Truro

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Alice Shaw

Wealth Planner

Based in Winchester

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Alison James

Chartered Wealth Planner

Based in Edinburgh

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Alison King

Wealth Planner

Based in Sheffield

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Allen Ward

Wealth Planner

Based in Cumbernauld

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Alun Reed

Chartered Financial Planner

Based in Amersham and Swansea

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Andrew Barr

Wealth Planner

Based in Bristol

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Andy Hill

Wealth Planner

Based in Oxford

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Ashley Clarke

Chartered Wealth Manager

Based in Sheffield

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Barry Young

Wealth Planner

Based in Inverness

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Ben Addlesee

Chartered Financial Planner

Based in Nottingham

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Ben Adelsbury

Wealth Planner

Based in Plymouth

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Bhavisha Soni

Chartered Wealth Planner

Based in London Borough of Bromley and Amersham

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Cairn Smith

Wealth Planner

Based in Glasgow

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Caitlin Malone

Associate Wealth Planner

Based in Gourock

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Cameron Powell

Wealth Planner

Based in London

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Caroline Brewster

Wealth Planner

Based in Buckingham

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Christopher Grimes

Wealth Planner

Based in Rugby

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Colin Pennycook

Wealth Planner

Based in Tiptree

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Dale Wiseman

Wealth Planner

Based in Petersfield, Hampshire

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Daniel Chaplow

Associate Wealth Planner

Based in Harrogate

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Daniel Mellor

Wealth Planner

Based in Amersham

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Daniel Quiggin

Associate Wealth Planner

Based in Plymouth

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David Bebb

Wealth Planner

Based in Manchester

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David Butler

Chartered Financial Planner

Based in Eastleigh

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David Holdsworth

Wealth Planner

Based in Leeds

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David Hunter

Wealth Planner

Based in Chester

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David Mahood

Wealth Planner

Based in Kilmarnock

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Denica Arthur

Wealth Planner

Based in Bristol

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Dominic Sanzari

Associate Wealth Planner

Based in Birmingham

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Edward Cottington

Wealth Planner

Based in Norfolk

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Ehson Dejahang

Certified Wealth Planner

Based in Rickmansworth

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Elise Chester

Certified Financial Planner

Based in Southampton

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Elliott Rice

Wealth Planner

Based in Bristol

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Eoghann McPherson

Chartered Financial Planner

Based in Perth

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Fergus Muirhead

Certified Wealth Planner

Based in Glasgow

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Frankie Sutton

Wealth Planner

Based in Norwich

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Fraser O'Rourke

Wealth Planner

Based in Glasgow

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Gabriella Yates

Associate Wealth Planner

Based in Long Compton

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Gary Scanlon

Wealth Planner

Based in Glasgow

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Georgina Bennett

Chartered Wealth Planner

Based in Salisbury

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Gervase Lancaster

Wealth Planner

Based in Midland Counties

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Glynne Dunn

Wealth Planner

Based in South Hams

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Gordon Graham

Wealth Planner

Based in Falkirk

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Graeme Jenkins

Wealth Planner

Based in Balloch

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Graham Brodie

Chartered Financial Planner

Based in Stirling

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Graham Dove

Wealth Planner

Based in Biggleswade

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Hannah Riley

Associate Wealth Planner

Based in Leamington Spa

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Hassan Zeb

Wealth Planner

Based in Ilford

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Hayley Burns

Wealth Planner

Based in Clydebank

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Hugo Clay

Chartered Financial Planner

Based in Hackney

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Ian Cuthbertson

Wealth Planner

Based in Glasgow

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Jake Quinn

Wealth Planner

Based in Salisbury

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James Graham

Wealth Planner

Based in Norwich

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James Pinckney

Wealth Planner

Based in Southampton

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James Tollefson

Chartered Wealth Planner

Based in Leeds

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Jane Wilkinson

Wealth Planner

Based in Harrogate/York/Leeds

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Jason Mills

Wealth Planner

Based in Plymouth

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Jay Gupta

Wealth Planner

Based in Manchester

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Jerry Sisk

Chartered Wealth Manager

Based in York

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Jin Hira

Wealth Planner

Based in Bristol

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Joe Dancer

Chartered Wealth Planner

Based in Cheltenham

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John Andrews

Wealth Planner

Based in Aylesbury

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John Armitage

Wealth Planner

Based in Bristol

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Jon Lee

Wealth Planner

Based in Plymouth

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Jon Noake

Chartered Wealth Planner

Based in Leeds

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Julia Keith

Wealth Planner

Based in Wokingham

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Keith Barratt

Mortgage Adviser

Based in Bromley

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Keith Drysdale

Wealth Planner

Based in West Linton

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Keith Smithson

Wealth Planner

Based in Watford

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Kelly Anderson

Wealth Planner

Based in Kilmarnock

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Kenny McKay

Wealth Planner

Based in Glasgow

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Kevin Hilton

Wealth Planner

Based in York

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Kit Finney

Wealth Planner

Based in Winchester

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Louis Murray

Wealth Planner

Based in Edinburgh

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Lynn Vincent

Wealth Planner

Based in Kilmarnock

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Manny Bains

Wealth Planner

Based in Birmingham

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Marc Holden

Certified Financial Planner

Based in Coventry

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Marcus Stirling

Chartered Wealth Planner

Based in Barnet

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Mark Allder

Certified Financial Planner

Based in Coventry

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Mark Dancer

Wealth Planner

Based in Moreton-in-Marsh

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Mark Johnson

Certified Financial Planner

Based in Watford

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Mark Lambert

Wealth Planner

Based in Ferndown

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Mark Rogers Chartered MCSI

Chartered Financial Planner

Based in Solihull

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Mark Walsh

Wealth Planner

Based in Marlow

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Mark Warner

Wealth Planner

Based in Maidenhead

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Matt Morton

Associate Wealth Planner

Based in Brackley

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Matthew Danks

Wealth Planner

Based in Lymington

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Michael Ageev

Chartered Financial Planner

Based in St Albans

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Michael Fowler

Chartered Financial Planner

Based in Chichester and Guildford

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Michael Johns

Chartered Wealth Planner

Based in Norwich

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Michael O'Reilly

Chartered Wealth Planner

Based in Amersham

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Michael Stewart

Wealth Planner

Based in Edinburgh

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Neil Osborne

Chartered Wealth Planner

Based in Amersham

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Neil Stevens

Wealth Planner

Based in Hertfordshire

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Nick Barraclough

Wealth Planner

Based in Harrogate

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Nick Wadeson

Wealth Planner

Based in Leeds

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Nick Wheatley

Wealth Planner

Based in York

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Nick Yates

Certified Wealth Planner

Based in Midlands

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Nigel Chaplin

Wealth Planner

Based in Plymouth

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Paul Derbyshire

Chartered Financial Planner

Based in Bedford

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Paul Langley

Wealth Planner

Based in Leicester

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Paul McLean

Wealth Planner

Based in Salisbury

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Paul McMullan

Wealth Planner

Based in Bristol

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Paul Smith

Chartered Financial Planner

Based in Halifax

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Peter Andrews

Wealth Planner

Based in Hartlepool

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Peter Angell

Wealth Planner

Based in Cranbrook

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Philip Allen

Wealth Planner

Based in Coventry

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Philip Moss

Wealth Planner

Based in Bury

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Richard Dieppe

Wealth Planner

Based in Wokingham

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Richard Mills

Wealth Planner

Based in Leeds

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Richard W Lord

Chartered Wealth Planner

Based in Leeds and York

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Robert Earle

Associate Wealth Planner

Based in Leeds

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Robert MacDonald

Chartered Financial Planner and Certified Financial Planner

Based in Gourock

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Robert Simpson

Chartered Financial Planner

Based in Ilkley

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Roddy MacLeod

Wealth Planner

Based in Dingwall

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Rory Cooper

Associate Wealth Planner

Based in Leamington Spa

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Russell Kilby

Wealth Planner

Based in Bicester

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Scott Covington

Wealth Planner

Based in Luton

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Sean Rebbetts

Chartered Financial Planner

Based in Birmingham

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Shonna Graham

Certified Wealth Planner

Based in North Lanarkshire

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Simon Horner

Wealth Planner

Based in Oswestry

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Simon Wells

Certified Wealth Planner

Based in Truro

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Sophie Walkingshaw

Wealth Planner

Based in Midlothian

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Stephen Graham

Wealth Planner

Based in Ringwood

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Steve Johnstone

Wealth Planner

Based in Glasgow

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Steve Penniston

Wealth Planner

Based in Oxford

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Stuart Crandle

Chartered Wealth Planner

Based in Liverpool

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Sunny Sharma

Wealth Planner

Based in Loughborough

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Tim Atkin

Certified Wealth Planner

Based in Harrogate

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Tim Bartley

Chartered Wealth Planner

Based in Birmingham

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Toby Hill

Certified Wealth Planner

Based in Eastbourne

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Tom Banks

Chartered Associate Wealth Planner

Based in Birmingham

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Vas Panteli

Certified Wealth Planner

Based in Exeter

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Warwick Ivel

Wealth Planner

Based in York

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Willem Law

Wealth Planner

Based in South Yorkshire

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Book a meeting

It's a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we'll be in touch.

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