Our People

Adrian Bucknall
Adrian Bucknall
APFS
Wealth Planner
Chester
Adrian works with clients approaching retirement age, and in retirement, to help them achieve their lifestyle goals. Whether that is......

Read more

Adrian Kemp
Adrian Kemp
Wealth Planner
Rugby
...

Read more

Alan Hemsworth
Alan Hemsworth
Wealth Planner
Plymouth (Registered Office)
Alan has worked in financial services for over 40 years. He is a Chartered Financial Planner and Fellow of the......

Read more

Alex Brown
Alex Brown
Financial Adviser
Amersham
Alex has 5 years of experience in financial services, and today he is part of a specialist team working with......

Read more

Alison King
Alison King
Wealth Planner
Sheffield
Alison has worked as an adviser in the financial services industry, for more than 27 years and is a member......

Read more

Alistair Creevy
Alistair Creevy
Financial Planner
Glasgow
Alistair has been in financial services since 1979 with leading organisations such as Clerical Medical, Standard Life and The Pearl......

Read more

Alister Mellor
Alister Mellor
ACII CertPFS
Wealth Planner
Amersham
Alister is one of the founder members of Succession Group and has worked exclusively in financial services since completing an......

Read more

Alun Davies
Alun Davies
BSc PhD DipPFS CeMAP
Wealth Planner
Amersham
Alun moved into financial services after leaving Cambridge University, immediately specialising in complex tax and pension arrangements for individuals, families and......

Read more

Alun Evans
Alun Evans
Wealth Planner
Edinburgh
Alun has worked in financial services all his working life having jointly led a successful firm of planners based in......

Read more

Andrew Cole
Andrew Cole
Dip FA
Wealth Planner
Plymouth (Registered Office)
A founding member of Succession Group, Andrew has provided financial planning services for more than 20 years, helping clients analyse......

Read more

Andrew French
Andrew French
Wealth Planner
Rugby
...

Read more

Andrew Owen
Andrew Owen
Cert CII
Wealth Planner
Salisbury
Andrew has worked in financial services for almost 25 years. He is bi-lingual and can converse with clients who prefer......

Read more

Andrew Thompson
Andrew Thompson
APFS
Wealth Planner
Amersham
Andrew is a Chartered Financial Planner with over 20 years’ experience in financial services, initially working within compliance before moving......

Read more

Andrew Wilkinson
Andrew Wilkinson
Benefits Consultant
Amersham
Andrew is a corporate benefits specialist, working with businesses to build schemes tailored to their specific needs and supporting the ongoing......

Read more

Andy Manning
Andy Manning
Wealth Planner
Andy is very highly rated on VouchedFor and has extensive (over 25 years) experience in the financial services sector. Eleven......

Read more

Andy Robbins
Andy Robbins
DipPFS
Benefits Consultant
Amersham
Andy specialises in corporate pensions, risk benefits and financial planning for directors and business owners. In his ten year career he has......

Read more

Ashley Charles Townsend
Ashley Charles Townsend
DipFA
Wealth Planner
Amersham
Ashley has over 9 years’ experience in financial services, beginning his career with a global retirement and investment specialist in......

Read more

Bob Bercis
Bob Bercis
Wealth Planner
Rugby
Bob has over 30 years experience in the financial services sector. He holds the Diploma in Financial Planning, as well......

Read more

Chris Cooke
Chris Cooke
Chartered Wealth Planner
Rugby
Chris is a CFP, and a pension transfer specialist.  He has been involved in financial services for nearly 40 years,......

Read more

Chris Dunn
Chris Dunn
Wealth Planner
Inverness
Born in Inverness, Chris studied in Edinburgh before returning to the area to join RBS. Chris has over 9 years......

Read more

Chris Grimes
Chris Grimes
Wealth Planner
Rugby
...

Read more

Christopher Mellor
Christopher Mellor
Wealth Planner
Amersham
Christopher has 37 years’ experience in financial services and works closely with clients to understand their immediate financial priorities and longer-term......

Read more

Claire Vickers
Claire Vickers
Wealth Planner
Salisbury
Clare has been a Financial Adviser for over 25 years and has considerable experience in wealth......

Read more

Clive Gwilliam
Clive Gwilliam
Wealth Planner
Truro
Clive has worked in financial services for over 39 years and has been giving face to face advice for over......

Read more

Colin Hanlon
Colin Hanlon
ACSI, ACII, DipPFS
Wealth Planner
Birmingham
In 2015, after a long and successful career with leading life assurance companies such as Norwich Union, Royal London and......

Read more

Colin Hanrahan
Colin Hanrahan
Wealth Planner
Chester
Having obtained a BSc (Hons) degree in Accounting and Financial Management, Colin commenced his career in 1987 working for Gartmore......

Read more

Craig Kilgour
Craig Kilgour
Wealth Planner
Edinburgh
Craig enjoys working with clients to establish what they want from life. He takes this information and focusses on the......

Read more

Daniel Murdoch
Daniel Murdoch
Wealth Planner
Inverness
Daniel entered the world of Financial Services in May 2013 with Mackenzie Investment Strategies (acquired by Succession in 2018) and......

Read more

David Bradley
David Bradley
Wealth Planner
Truro
David has been involved in the Financial Services Industry all his working life, formerly with Lloyds Bank, leaving in 1990......

Read more

David Burren
David Burren
Chartered Wealth Planner
Cheltenham
David is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment, with a......

Read more

David Butler
David Butler
APFS Certs CII (MP & ER)
Wealth Planner
Salisbury
As one of the most highly qualified financial planners in the UK, David helps clients plan for and achieve their......

Read more

David Colgan
David Colgan
BA (Hons), Dip PFS, Cert CII (MP and ER)
Wealth Planner
Glasgow
David works out of the Glasgow office, and has worked in Financial Services since graduating from university in 1999. He works......

Read more

David Hole
David Hole
Wealth Planner
Salisbury
David is 51 and lives in Christchurch with his new wife Sarah, they got married in Venice in May 2015. David......

Read more

David Howard
David Howard
DipPFA
Wealth Planner
Salisbury
David has worked in the financial services industry for more than 30 years. He provides holistic financial planning services to......

Read more

David Lewis
David Lewis
DipPFS
Wealth Planner
Salisbury
David has been advising and helping people to achieve their financial goals for over 25 years. He provides his clients with......

Read more

David Mahood
David Mahood
BA MIFS DipFA
Wealth Planner
Glasgow
David has been advising and helping people achieve their financial goals for over 15 years. David creates bespoke Lifestyle Planning strategies......

Read more

David Ross
David Ross
APFS
Wealth Planner
Amersham
David has worked for over 24 years in the financial services industry building up an established and trusted client base......

Read more

David Skelton
David Skelton
Wealth Planner
Chester
David has worked in the financial services industry for 26 years. David deals with a diverse range of clients, aiming to......

Read more

Dhan Sharma
Dhan Sharma
Wealth Planner
Amersham
Dhan helps clients, trustees & attorneys to make smart decisions around money. His expertise includes Financial Planning, Wealth Management, Estate......

Read more

Dimitri Philippidis
Dimitri Philippidis
Wealth Planner
Harrogate
Dimitri previously worked at PFP Group and Coutts & Co. Dimitri is a Chartered Financial Planner – an accolade that......

Read more

Donald Martin
Donald Martin
Wealth Planner
Glasgow
Donald works with family groups to help them live the life they really want to live, with a detailed financial......

Read more

Doug Muirhead
Doug Muirhead
Wealth Planner
Aylesbury
Doug is a highly experienced and qualified financial planning professional. Having initially trained as a management accountant, he has now......

Read more

Drew Nutsford
Drew Nutsford
Wealth Planner
Edinburgh
Named Succession’s inaugural Planner of the Wealth in 2017, Drew has over 13 years’ experience working within Financial Services in......

Read more

Duncan Mackenzie
Duncan Mackenzie
Wealth Planner
Duncan has been helping his clients achieve their financial ambitions and lifetime goals for over 30 years’. As a Chartered Financial......

Read more

Elise Chester
Elise Chester
Wealth Planner
Salisbury
Elise prides herself on building long lasting relationships with all of her clients based on trust and an in depth......

Read more

Eoghann McPherson
Eoghann McPherson
ACII APFS
Wealth Planner
Edinburgh
Eoghann was one of the first Chartered Financial Planners in the UK and has spent his entire career in financial......

Read more

Forrest Greenshields
Forrest Greenshields
Wealth Planner
Edinburgh
Forrest joined the Financial Services industry in 1988, shortly after graduating from Napier University in Edinburgh. As a Chartered Financial Planner......

Read more

Georgina Bennett
Georgina Bennett
APFS AIFP CFP
Wealth Planner
Salisbury
Georgina is a Chartered Financial Planner, a Certified Financial Planner and an Associate of the Personal Finance Society. She has been......

Read more

Gerald Bennett
Gerald Bennett
FPFS CFP MSTA Chartered MCSI
Wealth Manager
Salisbury
Gerald is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the......

Read more

Geraldine Halpin
Geraldine Halpin
Wealth Planner
West Byfleet
Geraldine has been working in the financial services industry for 14 years and has been a qualified Financial Adviser for......

Read more

Gervase P Lancaster
Gervase P Lancaster
BSocSc (JT Hons) DipPFS, Certs CII (MP& ER), CeMAP
Wealth Planner
Birmingham
After graduating from the University of Birmingham, Gervase entered the financial services industry in 1987 with Noble Lowndes & Partners,......

Read more

Glenn Van Der Kamp
Glenn Van Der Kamp
Maidenhead
Having been advising for over 30 years, Glenn works in the Maidenhead hub providing clients with friendly advice, in a......

Read more

Graeme Jenkins
Graeme Jenkins
Wealth Planner
Glasgow
Graeme  began his financial services career over 12 years ago and thoroughly enjoys his role as a Wealth Planner within......

Read more

Graham Brodie
Graham Brodie
BSc DipFA AwPETR MIFS
Wealth Planner
Glasgow
Graham Brodie began his financial services career following university and became one of Scotland’s youngest Level 4 Financial Planners at the......

Read more

Ian Brown
Ian Brown
Wealth Planner
Rugby
...

Read more

Jake Bernardi
Jake Bernardi
Wealth Planner
Inverness
Having originally completed his Apprenticeship in Civil Engineering, Jake felt his future career aspirations and skills lay more suited to......

Read more

James Keenan
James Keenan
FPFS MCSI
Wealth Planner
Amersham
James is one of the UK’s most highly qualified financial planners and has worked in the financial services industry for......

Read more

James Pinckney
James Pinckney
Wealth Planner
Salisbury
James has 18 years experience within the Financial Services Industry. He is focused on developing long term client relationships and......

Read more

James Randall
James Randall
Wealth Planner
West Byfleet
James has worked in financial services for over 20 years and has primarily been involved in advising on pension and......

Read more

Jeremy Ford
Jeremy Ford
Wealth Planner
Cheltenham
Jeremy brings significant experience and expertise to his relationships with clients. Giving clear and comprehensive advice, he works closely with......

Read more

John Allder
John Allder
Wealth Planner
Rugby
...

Read more

John Andrews
John Andrews
Wealth Planner
Aylesbury
John has 30 years experience in the Financial Services in a variety of roles. More recently as an adviser John is......

Read more

John Boss
John Boss
Wealth Planner
Rugby
John works with personal and corporate clients to help them achieve their lifestyle goals. Looking at their total financial position,......

Read more

John Cornelius
John Cornelius
Chartered Wealth Planner
Cheltenham
John has over 40 years’ experience advising individuals, businesses and family Trust funds to work towards and achieve their financial......

Read more

John Edwards
John Edwards
BA (hons) DIP PFS
Wealth Planner
John has been working in financial services for over fifteen years, working as an independent adviser with the same company for......

Read more

Johnny Waring
Johnny Waring
Financial Planner
Salisbury
With over 10 years’ experience working with corporate and individual clients, Johnny is able to bring a range of planning......

Read more

Julia Booth
Julia Booth
London
Julia has worked as an holistic adviser for 30years this October, working only with referred clients. Working with clients across......

Read more

Julia Keith
Julia Keith
Wealth Planner
Julia has over 15 years’ experience in the financial services industry and always had the ambition to become a Financial......

Read more

Julie Mitchell
Julie Mitchell
Wealth Planner
Independent Women HQ
Julie started her career in financial services with Clydesdale bank 13 years ago having graduated from Strathclyde University with an......

Read more

Keith Hartland
Keith Hartland
DipPFS
Wealth Planner
Salisbury
Having run a successful business for almost 20 years, and made a number of acquisitions, Keith has a wealth of......

Read more

Keith Jayne
Keith Jayne
DipFA, CeMap. ER1, CeLTCI
Wealth Planner
Plymouth (Registered Office)
Keith’s early years were spent acting on stage and in TV roles, and he is best known for his title role......

Read more

Kelly Anderson
Kelly Anderson
Wealth Planner
Glasgow
Kelly joined Independent Women, Succession’s specialist division in January 2018, providing financial advice for women and also provides advice to......

Read more

Kerry Palethorpe
Kerry Palethorpe
DipPFS
Wealth Planner
Salisbury
Kerry is an experienced Wealth Planner with over 20 years’ experience.  She works primarily with private clients, small business owners......

Read more

Kevin Gerrard
Kevin Gerrard
Wealth Planner
Rugby
...

Read more

Kevin Norman
Kevin Norman
Wealth Planner
Amersham
With over 30 years experience as an advisor Kevin is very proud of the fact that the majority of the......

Read more

Lawrence King
Lawrence King
Wealth Planner
Harrogate
Lawrence has over 25 years’ experience helping both individuals and businesses to realise their financial ambitions. A Chartered Financial Planner and......

Read more

Leanne Lindsay
Leanne Lindsay
Wealth Planner
Leanne works out of the Edinburgh office. Leanne joined Independent Women, Succession’s new specialist division providing financial advice and services for......

Read more

Lee Pringle
Lee Pringle
Wealth Planner
Harrogate
Lee has been helping his clients to achieve their financial ambitions and lifetime goals for over 25 years'. As a Fellow......

Read more

Lee Trimby
Lee Trimby
DipFA
Wealth Planner
Salisbury
Lee has over 20 years’ experience in financial services, working with clients to ensure their finances are well-organised and tax......

Read more

Lesley Mackintosh
Lesley Mackintosh
Wealth Planner
Independent Women HQ
Lesley is the CEO and founder of Independent Women, Succession’s new specialist division providing financial advice and services for women. With......

Read more

Lynn Vincent
Lynn Vincent
Wealth Planner
Glasgow
Lynn is a Financial Planner with over 17 years experience within Financial Services and enjoys working closely with her clients......

Read more

Marc Holden
Marc Holden
Wealth Planner
Rugby
...

Read more

Mark Allder
Mark Allder
Wealth Planner
Rugby
...

Read more

Mark Dancer
Mark Dancer
Wealth Planner
Kidderminster
Mark grew up on a family farm in the Cotswolds moving in to financial services in 1982. He seeks to......

Read more

Mark Lambert
Mark Lambert
Wealth Planner
Salisbury
Mark is 52 and lives in West Parley with his long-term partner Rachel. Mark has two daughters, Bryony and Yasmin both......

Read more

Mark Lear
Mark Lear
Wealth Planner
Salisbury
Mark  has been a Financial Adviser for nearly 30 years. Mark  believes in providing personal advice to the highest standard,  working......

Read more

Mark Rogers
Mark Rogers
BA (Hons) ACSI DipPFA
Wealth Planner
Birmingham
After a successful academic career at Exeter University, Mark joined Employee Benefit specialists Noble Lowndes & Partners in 1982 and......

Read more

Mark Walsh
Mark Walsh
DipPFS Cert CII (MP)
Wealth Planner
Amersham
Mark helps clients to achieve their financial goals by taking the time to understand their individual circumstances, and guiding them......

Read more

Mark Warner
Mark Warner
Wealth Planner
Mark is a highly experienced Financial Planner working with both commercial and private clients having been an authorised financial adviser......

Read more

Martin Holderness
Martin Holderness
DipPFS
Wealth Planner
Amersham
Martin qualified as a Chartered Accountant with KPMG Peat Marwick in 1983 before moving into financial services in 1984. He......

Read more

Matthew Danks
Matthew Danks
DipPFS
Wealth Planner
Salisbury
Matthew is a Wealth Planner with over 17 years’ experience within financial services. He holds the Diploma in Regulated Financial Planning......

Read more

Mel Scott
Mel Scott
Wealth Planner
Harrogate
Mel has worked in the Financial Services industry for over 30 years. Over that time he has accumulated a wealth......

Read more

Michael Ageev
Michael Ageev
BSc (Hons) FPFS
Wealth Planner
Amersham
Michael is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has worked in financial services for......

Read more

Michael Johns
Michael Johns
Wealth Planner
As an Independent Financial Planner, Michael specialises in helping his clients take control of their financial future. By cutting out......

Read more

Michelle Crowley
Michelle Crowley
DipPFS and Cert CII (MP)
Wealth Planner
Amersham
Michelle has considerable experience in financial services. Michelle provides a full financial planning service and enjoys helping people achieve greater certainty......

Read more

Mick Belcher
Mick Belcher
Wealth Planner
Rugby
...

Read more

Nadeen Watson
Nadeen Watson
Financial Planner
Glasgow
Nadeen joined the financial services industry in 2007 after completion of a business degree at university. She initially became a......

Read more

Neil Osborne
Neil Osborne
BEng CFP Chartered MCSI
Wealth Planner
Since graduating from Oxford Brookes University in 1987 with a degree in Civil Engineering, Neil has spent most of his......

Read more

Neil Stevens
Neil Stevens
ACII DipPFS Cert CII (MP)
Wealth Planner
Amersham
Neil has over 30 years’ experience in financial services and a large part of his background has been in senior management......

Read more

Nicholas Lee
Nicholas Lee
Wealth Planner
Rugby
Beginning in the heady days of Mrs Thatcher’s Britain Nicholas found he loved helping people to make sensible financial decisions.  He instinctively......

Read more

Nick Yates
Nick Yates
DipPFS
Wealth Planner
Rugby
...

Read more

Nigel Bull
Nigel Bull
DipPFS
Wealth Planner
Maidenhead
An experienced Wealth Planner, Nigel offers his clients technical expertise and knowledge and builds close bonds with his clients in which the......

Read more

Nigel Chaplin
Nigel Chaplin
Wealth Planner
Plymouth (Registered Office)
Nigel has been a Wealth Planner for 25 years and provides holistic financial planning for personal clients who are either......

Read more

Nigel Featherston
Nigel Featherston
Level 5 with COIBS
Wealth Planner
Amersham
Nigel has worked in financial services for over 30 years.  He works with both private and corporate clients and their employees.......

Read more

Pat Brogan
Pat Brogan
Wealth Planner
Edinburgh
Pat is an experienced Wealth Planner and has worked with some of his clients for over 30 years to achieve their......

Read more

Patrick Ryan
Patrick Ryan
DipPFS
Wealth Planner
Salisbury
Patrick has worked in the financial services sector for over 15 years. He enjoys working with clients to create bespoke financial......

Read more

Paul Campion
Paul Campion
BEng BCom (Hons) FPFS
Wealth Planner
Amersham
Twice-voted Money Management’s SIPP Financial Planner of the Year, Paul joined the financial planning profession post-university. Paul is both a Chartered and......

Read more

Paul Derbyshire
Paul Derbyshire
Wealth Planner
Aylesbury
Paul is a highly experienced and qualified financial planning professional.  Paul joined the financial services industry in 1983 and has......

Read more

Paul Finch
Paul Finch
DipPFS
Wealth Planner
Salisbury
Paul helps clients create certainty over major financial decisions, answering key questions such as: “When can I afford to retire?”......

Read more

Paul McFadyen
Paul McFadyen
Financial Planner
Glasgow
Paul's career in financial services began in 2004 after gaining his MSci at The University of Strathclyde. His early career was......

Read more

Paul McLean
Paul McLean
DipPFS
Wealth Planner
Salisbury
Paul deals in all aspects of financial planning, taking the time to fully understand clients’ objectives and the financial priorities for......

Read more

Paul Millar
Paul Millar
DipPFS
Wealth Planner
Birmingham
Having run a successful business for 15 years prior to selling to Succession Group, Paul shares a unique insight with the......

Read more

Paul Pickering
Paul Pickering
Wealth Planner
Harrogate
Paul is a Member of the Personal Finance Society and has worked in the Financial Services for over 20 years......

Read more

Paul Scarff
Paul Scarff
Wealth Planner
Glasgow
Paul joined the Financial Services Industry in 1987 and has been advising......

Read more

Paul Smith
Paul Smith
BSc(Hons) FPFS Chartered MCSI
Wealth Planner
Halifax
Paul has 18 years’ experience in the financial services profession, including 7 years in stockbroking as a Registered Representative of......

Read more

Peter Andrews
Peter Andrews
Wealth Planner
Edinburgh
Peter joined the Financial Services profession in 1987, with a leading home service life office. He then moved on to......

Read more

Peter Angell
Peter Angell
Wealth Planner
West Byfleet
Peter spent 18 years at Aviva, latterly based in the Pall Mall office as a Senior Corporate Consultant before co-founding......

Read more

Peter Dubber
Peter Dubber
ACII
Wealth Planner
Rugby
With over 30 years’ financial services experience, Peter helps clients to feel in control of their financial future. Peter provides the highest......

Read more

Peter Geary
Peter Geary
DipPFS, AIFP, G60.
Wealth Planner
Kidderminster
Peter is a Wealth Planner in Succession Group. Peter is a classic car enthusiast and also enjoys going to the theatre......

Read more

Peter Viney
Peter Viney
Wealth Planner
Salisbury
Peter has a wealth of experience in many aspects of Financial Planning gained over 30+ years in the industry. Many......

Read more

Phil Allen
Phil Allen
Wealth Planner
Rugby
...

Read more

Phil Gerry
Phil Gerry
DipFA
Wealth Planner
Plymouth (Registered Office)
Phil has over 20 years' experience in the financial services industry. He works closely with clients, helping them focus on the......

Read more

Phil Luckett
Phil Luckett
Wealth Planner
Chester
Having joined the Financial Services industry in 1976, Phil has many years of experience in advising clients how to manage......

Read more

Phil Staton
Phil Staton
DipFA
Wealth Planner
Plymouth (Registered Office)
Phil has worked in the financial services industry for almost 20 years. He specialises in creating Lifetime Financial Plans for......

Read more

Philip Painter
Philip Painter
DipFA
Wealth Planner
Salisbury
After 22 years in the financial services industry, Philip has a well-established client base arising from recommendations and referrals from existing clients......

Read more

Richard Bates
Richard Bates
Wealth Planner
Sheffield
Richard is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the......

Read more

Richard Hunter
Richard Hunter
Wealth Planner
Richard established Equity Invest in 2001, bringing City experience to Wimbledon Village. He has spent over 30 years in the......

Read more

Richard J Mills
Richard J Mills
DipFA
Wealth Planner
Halifax
Richard works with both personal and corporate clients. Richard and his colleague Paul Smith, whom he has worked alongside since 2006,......

Read more

Richard Nicholson
Richard Nicholson
CFP Chartered MSCI
Wealth Planner
Chester
Richard is a Chartered Wealth Manager and Fellow of the Chartered Institute for Securities & Investment. A graduate of Durham......

Read more

Robert MacDonald
Robert MacDonald
Wealth Planner
Glasgow
...

Read more

Roddy Macleod
Roddy Macleod
Wealth Planner
Glasgow
Roddy has spent his entire career in financial management and particularly enjoys helping clients protect their families, invest in the future......

Read more

Roger Johnson
Roger Johnson
Wealth Planner
Rugby
...

Read more

Ron Geddes
Ron Geddes
Wealth Planner
West Byfleet
Ron has worked in Financial Services for over 30 years, in a variety of roles and Companies. As an Adviser for......

Read more

Ross Bolton
Ross Bolton
Wealth Planner
Sheffield
Ross has been advising clients in a personal & business capacity for 30 years and many of those clients are......

Read more

Russell Kilby
Russell Kilby
Dip CII
Wealth Manager
Amersham
Russell has over 20 years’ experience in Financial Services, beginning his career in the Oxford office of Royal London. During his......

Read more

Scott Hunter
Scott Hunter
Wealth Planner
Glasgow
Scott studied Financial Services at university where he gained a BA Honours degree and thereafter progressed into the finance industry. Having......

Read more

Scott Mackintosh
Scott Mackintosh
Wealth Planner
Independent Women HQ
With almost 20 years in the financial services industry, Scott is highly experienced in all aspects of the business from......

Read more

Sean Rebbetts
Sean Rebbetts
BSc (Hons), ACSI, DipPFS
Wealth Planner
Birmingham
Sean joined Clay Rogers & Partners (acquired by Succession in 2016) in July 2015 from the Mazars Financial Planning graduate......

Read more

Shonna Graham
Shonna Graham
Wealth Planner
Glasgow
Shonna joined the industry in 2001 and prides herself in giving trustworthy financial advice to both personal and corporate clients. She......

Read more

Simon Horner
Simon Horner
DipPFS
Wealth Planner
Chester
Simon has over 15 years’ experience in financial services, specialising in investments and pension planning with business owners, individual clients and......

Read more

Simon Rogers
Simon Rogers
CertPFS
Wealth Planner
Rugby
...

Read more

Simon Wells
Simon Wells
Wealth Planner
Simon spent 9 ½ years in the RAF, before pursuing a career in Financial Services in 1991. Having given financial......

Read more

Sivan Isaacs
Sivan Isaacs
Financial Adviser
Glasgow
Sivan has specialised in mortgages for 15 years and is an experienced practioner to secure the right deal for home......

Read more

Stephen Graham
Stephen Graham
Wealth Planner
Salisbury
Stephen has worked in financial services for 34 years and has been a financial advisor for 18 years; building extensive......

Read more

Steve Carson
Steve Carson
Wealth Planner
Steve has 27 years in the financial services industry, mainly involved in advising on investment and pension portfolios. He now......

Read more

Steve Gore
Steve Gore
Wealth Planner
Kidderminster
Steven works with clients to help them discover and achieve their financial goals and objectives.  Ensuring clients take the necessary......

Read more

Steve Hopkins
Steve Hopkins
Wealth Planner
Chester
Steve has 41 years' experience in the financial services industry and is a Chartered Financial Planner and a fellow of......

Read more

Steve Phillips
Steve Phillips
Wealth Planner
Steve helps his clients to achieve their lifestyle goals without the fear of running out of money. Some of these......

Read more

Steve Timms
Steve Timms
Wealth Planner
Rugby
...

Read more

Steve Wood
Steve Wood
DipPFS
Financial Advisor
Salisbury
Steve has almost 30 years’ experience in the financial services industry. Steve's financial planning advice is focused on helping clients......

Read more

Steve Young
Steve Young
Wealth Planner
Rugby
...

Read more

Stuart Beckett
Stuart Beckett
MA (Hons), DipPFS
Wealth Planner
Glasgow
Stuart has been a Wealth Planner for 28 Years and provides holistic financial planning for personal clients, specialising in Inheritance Tax......

Read more

Stuart Crandle
Stuart Crandle
Wealth Planner
Chester
Stuart went to university in Liverpool to study business and finance, in 2011 when he completed university he started working......

Read more

Tamsin Hazell
Tamsin Hazell
APFS
Wealth Planner
Tamsin has over 11 years of experience in the financial services industry and has worked as a Mortgage Adviser, Paraplanner......

Read more

Terry Bignall
Terry Bignall
Wealth Planner
Maidenhead
Terry spent almost ten years working as a Pensions Specialist for Scottish Life and left in 1999 to become an......

Read more

Tim Burton
Tim Burton
Wealth Planner
Salisbury
Tim is aged 51 and is Christchurch born and bred. He now lives in Mudeford with his wife Sue and......

Read more

Tim Clay
Tim Clay
BSc (Hons), ACSI, DipPFS
Wealth Planner
Birmingham
After leaving University, Tim joined the financial services industry in early 1983. His first major move in 1985 was to......

Read more

Tom Warwick
Tom Warwick
Wealth Planner
Cheltenham
Tom graduated with a BA(Hons) in financial services in 1997 from UWE, Bristol. He is a Chartered Member of the......

Read more

Tony Mansfield
Tony Mansfield
Wealth Planner
West Byfleet
Tony has 35 years’ experience in the Wealth Management industry, with a background in investment portfolio management. He specialises in......

Read more

Trevor Doe
Trevor Doe
Wealth Planner
Amersham
Trevor has over 30 years’ experience in the financial services industry. Trevor specialises in pensions and wealth management, spending time to understand  what clients really want to......

Read more

Vasilis Panteli
Vasilis Panteli
BA (Hons); DipFA; Cert CII
Wealth Planner
Plymouth (Registered Office)
Vas Panteli has considerable experience in wealth planning and financial services. Vas prides himself on building long lasting working relationships with......

Read more

Wayne Holborow
Wayne Holborow
Wealth Planner
Rugby
...

Read more

Wes Nixon
Wes Nixon
Wealth Planner
Plymouth (Registered Office)
Wes is passionate about creating comprehensive financial plans for clients which enable them to achieve their life goals and objectives......

Read more