Certified Wealth Planner
Diploma For Financial Advisers (DipFA)
Certificate in Insurance (Cert CII)
Vas Panteli has been 'specialising in people' for over 20 years. He has a vast amount of experience as a wealth planner, and has spent the last five years successfully working with Succession Wealth.
"Three things that sum up my personality: Exeter Chiefs, Family, Friends (in no particular order!)."
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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.