about us our wealth planners mark dancer
Diploma in Financial Planning (DipPFS)
Mark started out on a career in financial services in October 1982, joining Succession in 2011. He brings a wealth of wealth of experience to the firm and is ably supported by Lorraine Bentley, Liisa Doe and his son Joe.
"I spent the first 23 years of my life working on the family farm, loving the outdoor life and the raw beauty of the Cotswolds."
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.