Key Disclosures

Companies House Registration details 

The following companies are registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY: 

Succession Wealth Management Limited : Registered Number: 07882611 

Succession Financial Management Limited : Registered Number: 04454027 

Succession Employee Benefit Solutions Limited : Registered Number: 08146349 


Ownership

The companies referenced above are owned by Succession Group Ltd, which is registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY: Registered Number: 07882873. 


Authorisation Status 

The Financial Conduct Authority is an independent body that regulates financial services in the UK. 

Succession Group Limited is not authorised by the FCA to conduct any regulated activity in the UK. All advice is provided through subsidiary businesses which are all authorised and regulated by the Financial Conduct Authority. 

Succession Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. 

Succession Employee Benefit Solutions Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 767956. 

Succession Group is a trading style of Succession Wealth Management Ltd, Succession Financial Management Ltd, Succession Employee Benefit Solutions Ltd. 


Please note: The Financial Conduct Authority does not regulate advice on taxation, Trusts, Estate Planning, lifetime cash flow planning and certain aspects of corporate services.

Levels, reliefs and the basis of taxation are subject to change. Whilst every effort is made to keep the information on this site up to date, tax reliefs referred to are those currently applying, and their value depends on the circumstances of the individual investor.

Links to third-party sites are for information only. These links have been provided as reference resources. However, due to the changing nature of the Internet content, it is the responsibility of the users to make their own decisions about the information retrieved from other websites. Providing these links does not imply any endorsement and Succession Wealth cannot be liable for their content. Users link to other Websites at their own risk and use such sites according to the terms and conditions of use of such sites.

The information on this site is for general information only and does not constitute advice.