Our Wealth Planners
Adam O'Hara - Truro
Wealth Planner
Truro
Adam has been in the finance industry for 12 years. He started off in GE Money lending solutions, where he......
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Adrian Bucknall - Rugby
APFS
Wealth Planner
Rugby
Adrian works with clients approaching retirement age, and in retirement, to help them achieve their lifestyle goals. Whether that is......
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Adrian Kemp - Rugby
Wealth Planner
Rugby
...
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Alan Hemsworth - Truro
Wealth Planner
Truro
Alan has worked in financial services for over 40 years. He is a Chartered Financial Planner and Fellow of the......
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Alan Roe - Glasgow
Wealth Planner
Glasgow
As a co-founder of leading independent financial advisors Warde Graham Consulting Ltd, Alan has been advising individuals and corporate clients......
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Alex Brown - Amersham
Financial Adviser
Amersham
Alex has 5 years of experience in financial services, and today he is part of a specialist team working with......
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Alex Johnston - Rugby
Associate Planner
Rugby
Alex joined Succession Wealth in May 2017 after graduating from Coventry University with a First Class Honours in Finance &......
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Alison King - Sheffield
Wealth Planner
Sheffield
Alison has worked as an adviser in the financial services industry, for more than 27 years and is a member......
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Alistair Creevy - Glasgow
Financial Planner
Glasgow
Alistair has been in financial services since 1979 with leading organisations such as Clerical Medical, Standard Life and The Pearl......
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Alister Mellor - Amersham
ACII CertPFS
Wealth Planner
Amersham
Alister is one of the founder members of Succession Wealth and has worked exclusively in financial services since......
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Alun Davies - Amersham
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......
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Alun Evans - Edinburgh
Wealth Planner
Edinburgh
Alun has worked in financial services all his working life having jointly led a successful firm of planners based in......
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Amy Calder - Glasgow
Benefits Consultant
Glasgow
Amy has 13 years experience working in financial services, across various sectors including Retail Banking, IFA and Employee Benefits. She......
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Andrew Barr - Bristol
Wealth Planner
Bristol
Andy is a highly experienced and qualified financial planning professional with over 35 years of experience.
Having initially trained as a......
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Andrew Fennell - Sheffield
Wealth Planner
Sheffield
Andrew joined Succession in May 2019, lives in Nottingham and supported by the Sheffield and Kidderminster Hubs. He has over......
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Andrew French - Rugby
Wealth Planner
Rugby
...
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Andrew Thompson - Amersham
APFS
Wealth Planner
Amersham
Andrew is a Chartered Financial Planner with over 20 years’ experience in financial services, initially working within compliance before moving......
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Andrew Wilkinson - Amersham
Benefits Consultant
Amersham
Andrew is a corporate benefits specialist, working with businesses to build schemes tailored to their specific needs and supporting the ongoing......
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Andy Manning - Bury St Edmunds
Wealth Planner
Bury St Edmunds
Andy is very highly rated on VouchedFor and has extensive (over 25 years) experience in the financial services sector. Eleven......
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Antony Baker - West Byfleet
Wealth Planner
West Byfleet
Antony has over 40 years experience in the financial services sector, he is qualified to Diploma level 4 in financial......
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Ashley Charles Townsend - Amersham
DipFA
Wealth Planner
Amersham
Ashley has over 9 years’ experience in financial services, beginning his career with a global retirement and investment specialist in......
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Ashley Clarke - Sheffield
Associate Planner
Sheffield
Ashley joined Succession as part of the acquisition of Facts Financial Ltd in 2015, and after a period as a......
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Barry Young - Glasgow
Wealth Planner
Glasgow
Barry works for our Amersham hub, he has over 6 years’ experience in financial services. Barry has recently joined the......
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Blair McCubbin - Amersham
Associate Planner
Amersham
I joined financial services in 2012 after obtaining an honours degree in Mathematics, Statistics and Finance. My main goal was......
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Bob Bercis - Rugby
Wealth Planner
Rugby
Bob has over 30 years experience in the financial services sector. He holds the Diploma in Financial Planning, as well......
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Callum O'Rourke - Birmingham
Associate Planner
Birmingham
Callum joined Succession in August 2017 as a Paraplanner, having spent almost six years with Coutts. Prior to this, Callum......
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Chris Cooke - Rugby
Chartered Wealth Planner
Rugby
Chris is a CFP, and a pension transfer specialist. He has been involved in financial services for nearly 40 years,......
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Chris Dunn - Inverness
Wealth Planner
Inverness
Born in Inverness, Chris studied in Edinburgh before returning to the area to join RBS. Chris has over 9 years......
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Chris Grimes - Rugby
Wealth Planner
Rugby
...
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Christopher Mellor - Amersham
Wealth Planner
Amersham
Christopher has over forty years’ experience in financial services and works closely with clients to understand their immediate financial priorities......
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Clare Vickers - Salisbury
Wealth Planner
Salisbury
Clare has been a Financial Adviser for over 25 years and has considerable experience in wealth......
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Clive Gwilliam - Truro
Wealth Planner
Truro
Clive has worked in financial services for over 39 years and has been giving face to face advice for over......
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Colin Hanrahan - Chester
Wealth Planner
Chester
Having obtained a BSc (Hons) degree in Accounting and Financial Management, Colin commenced his career in 1987 working for Gartmore......
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Craig Kilgour - Edinburgh
Wealth Planner
Edinburgh
Craig enjoys working with clients to establish what they want from life. He takes this information and focusses on the......
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Craig Richardson - Glasgow
Wealth Planner
Glasgow
Craig has worked in financial services since 2002 after graduating from University. His career started with Scottish Mutual before completing......
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Daniel Mellor - Harrogate
Associate Planner
Harrogate
Daniel has worked in financial services for 10 years, where he initially began his career working for a Private Bank......
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Daniel Murdoch - Inverness
Wealth Planner
Inverness
Daniel entered the world of Financial Services in May 2013 with Mackenzie Investment Strategies (acquired by Succession in 2018) and......
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David Bradley - Truro
Wealth Planner
Truro
David has been involved in the Financial Services Industry all his working life, formerly with Lloyds Bank, leaving in 1990......
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David Butler - Salisbury
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......
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David Colgan - Glasgow
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......
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David Hole - Salisbury
Wealth Planner
Salisbury
David is 51 and lives in Christchurch with his new wife Sarah, they got married in Venice in May 2015.
David......
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David Mahood - Glasgow
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......
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David Ross - Amersham
APFS
Wealth Planner
Amersham
David has worked for over 24 years in the financial services industry building up an established and trusted client base......
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David Skelton - Kidderminster
Wealth Planner
Kidderminster
David has worked in the financial services industry for 26 years.
David deals with a diverse range of clients, aiming to......
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Dhan Sharma - Amersham
Wealth Planner
Amersham
Dhan helps clients, trustees & attorneys to make smart decisions around money. His expertise includes Financial Planning, Wealth Management, Estate......
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Dilara Uyduran - Birmingham
Associate Planner
Birmingham
As an Associate Planner, Dilara works with clients to provide them with clear, jargon free advice which enables them to......
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Dimitri Philippidis - Harrogate
Wealth Planner
Harrogate
Dimitri previously worked at PFP Group and Coutts & Co. Dimitri is a Chartered Financial Planner – an accolade that......
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Donald Martin - Glasgow
Wealth Planner
Glasgow
Donald works with family groups to help them live the life they really want to live, with a detailed financial......
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Doug Muirhead - Aylesbury
Wealth Planner
Aylesbury
Doug is a highly experienced and qualified financial planning professional. Having initially trained as a management accountant, he has now......
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Drew Nutsford - Edinburgh
Wealth Planner
Edinburgh
In recent years, Drew has been named Succession Wealth’s Planner of the Year and a Rising Star. Since joining financial......
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Duncan Mackenzie - Inverness
Wealth Planner
Duncan has been helping his clients achieve their financial ambitions and lifetime goals for over 30 years’.
As a Chartered Financial......
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Edward Cooper - Harrogate
Associate Planner
Harrogate
Edward entered the Financial Services sector in October 2012 with Prosperitas Financial Solutions (acquired by Succession in 2017) and has......
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Elise Chester - Salisbury
Wealth Planner
Salisbury
Elise prides herself on building long lasting relationships with all of her clients based on trust and an in depth......
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Eoghann McPherson - Edinburgh
ACII APFS
Wealth Planner
Edinburgh
Eoghann is based in our Perth office, though his clients are located all over Scotland. Eoghann’s career began at Standard......
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Fergus Muirhead - Glasgow
Wealth Planner
Glasgow
Fergus has been in the Financial Services business for more than thirty years, starting his career dealing with students and......
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Forrest Greenshields - Edinburgh
Wealth Planner
Edinburgh
Forrest joined the Financial Services industry in 1988, shortly after graduating from Napier University in Edinburgh.
As a Chartered Financial Planner......
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George Thomas - Salisbury
Associate Planner
Salisbury
George graduated from the University of Hertfordshire with a degree in History (2015). Since graduating, he has worked at the......
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Georgina Bennett - Salisbury
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......
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Geraldine Halpin - West Byfleet
Wealth Planner
West Byfleet
Geraldine has been working in the financial services industry for 14 years and has been a qualified Financial Adviser for......
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Gervase P Lancaster - Birmingham
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,......
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Glenn van der Kamp - Maidenhead
Maidenhead
Having been advising for over 30 years, Glenn works in the Maidenhead hub providing clients with friendly advice, in a......
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Graeme Jenkins - Glasgow
Wealth Planner
Glasgow
Graeme began his financial services career over 12 years ago and thoroughly enjoys his role as a Wealth Planner within......
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Graham Brodie - Glasgow
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......
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Hannah Morris - Rugby
Associate Planner
Rugby
...
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Hayley Burns - Glasgow
Wealth Planner
Glasgow
Hayley has 9 years experience in financial services; the last 3 as a Paraplanner. She has now been with Succession......
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Hugo Clay - Birmingham
Associate Planner
Birmingham
Hugo joined Succession Wealth as an Associate Planner in February 2019, having previously worked at Mazars Financial Planning on the......
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Ian Brown - Rugby
Wealth Planner
Rugby
...
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Jake Bernardi - Inverness
Wealth Planner
Inverness
Having originally completed his Apprenticeship in Civil Engineering, Jake felt his future career aspirations and skills lay more suited to......
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James Keenan - Amersham
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......
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James Pinckney - Salisbury
Wealth Planner
Salisbury
James has 18 years experience within the Financial Services Industry. He is focused on developing long term client relationships and......
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James Randall - West Byfleet
Wealth Planner
West Byfleet
James has worked in financial services for over 20 years and has primarily been involved in advising on pension and......
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James Richardson - Glasgow
Wealth Planner
Glasgow
...
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Jeremy Ford - Kidderminster
Wealth Planner
Kidderminster
Jeremy brings significant experience and expertise to his relationships with clients. Giving clear and comprehensive advice, he works closely with......
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John Allder - Rugby
Wealth Planner
Rugby
...
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John Andrews - Aylesbury
Wealth Planner
Aylesbury
John has 30 years experience in the Financial Services in a variety of roles.
More recently as an adviser John is......
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John Boss - Amersham
Wealth Planner
Amersham
John works with personal and corporate clients to help them achieve their lifestyle goals. Looking at their total financial position,......
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John Cornelius - Kidderminster
Chartered Wealth Planner
Kidderminster
John has over 40 years’ experience advising individuals, businesses and family Trust funds to work towards and achieve their financial......
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John Edwards - Kidderminster
BA (hons) DIP PFS
Wealth Planner
Kidderminster
John has been working in financial services for over fifteen years, working as an independent adviser with the same company for......
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Julia Booth - London
London
Julia has worked as an holistic adviser for 30years this October, working only with referred clients. Working with clients across......
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Julia Keith - Maidenhead
Wealth Planner
Maidenhead
Julia has over 15 years’ experience in the financial services industry and always had the ambition to become a Financial......
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Karen Grimley - Birmingham
Associate Planner
Birmingham
Karen began her career in Financial Services in 1976 and since then her career has developed markedly from providing administration......
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Keith Hartland - Salisbury
DipPFS
Chartered Wealth Planner
Salisbury
Having run a successful business for almost 20 years, and made a number of acquisitions, Keith has a wealth of......
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Keith Jayne - Plymouth
DipFA, CeMap. ER1, CeLTCI
Wealth Planner
Plymouth
Keith’s early years were spent acting on stage and in TV roles, and he is best known for his title role......
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Kelly Anderson - Glasgow
Wealth Planner
Glasgow
Kelly joined Independent Women, Succession’s specialist division in January 2018, providing financial advice for women and also provides advice to......
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Kerry Palethorpe - Salisbury
DipPFS
Wealth Planner
Salisbury
Kerry is an experienced Wealth Planner with over 20 years’ experience. She works primarily with private clients, small business owners......
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Kevin Gerrard - Rugby
Wealth Planner
Rugby
...
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Kevin Norman - Amersham
Wealth Planner
Amersham
With over 30 years experience as an advisor Kevin is very proud of the fact that the majority of the......
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Kevin Wood - Chester
Wealth Planner
Chester
Kevin has over 30 years experience in financial services, working with private clients, trustees and corporate entities.
He works closely with......
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Lawrence King - Harrogate
Wealth Planner
Harrogate
Lawrence has over 25 years’ experience helping both individuals and businesses to realise their financial ambitions.
A Chartered Financial Planner and......
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Lee Trimby - Salisbury
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......
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Lesley Mackintosh - Edinburgh
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......
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Lynn Vincent - Glasgow
Wealth Planner
Glasgow
Lynn is a Financial Planner with over 17 years experience within Financial Services and enjoys working closely with her clients......
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Marc Holden - Rugby
Wealth Planner
Rugby
...
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Marcus Stirling - Amersham
Associate Planner
Amersham
Marcus graduated from the University of Manchester with a degree in Law and Politics in 2011 and was awarded a......
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Mark Allder - Rugby
Wealth Planner
Rugby
...
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Mark Dancer - Kidderminster
Wealth Planner
Kidderminster
Mark grew up on a family farm in the Cotswolds moving in to financial services in 1982. He seeks to......
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Mark Lambert - Salisbury
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......
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Mark Rogers - Birmingham
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......
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Mark Walsh - Amersham
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......
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Mark Warner - Maidenhead
Wealth Planner
Maidenhead
Mark is a highly experienced Financial Planner working with both commercial and private clients having been an authorised financial adviser......
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Martin Holderness - Amersham
DipPFS
Wealth Planner
Amersham
Martin qualified as a Chartered Accountant with KPMG Peat Marwick in 1983 before moving into financial services in 1984. He......
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Matthew Danks - Salisbury
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......
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Michael Ageev - Amersham
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......
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Michael Johns - Bury St Edmunds
Wealth Planner
Bury St Edmunds
As an Independent Financial Planner, Michael specialises in helping his clients take control of their financial future. By cutting out......
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Michelle Crowley - Amersham
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......
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Nadeen Watson - Glasgow
Financial Planner
Glasgow
Nadeen joined the financial services industry in 2007 after completion of a business degree at university. She initially became a......
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Neil Osborne - Maidenhead
BEng CFP Chartered MCSI
Wealth Planner
Maidenhead
Since graduating from Oxford Brookes University in 1987 with a degree in Civil Engineering, Neil has spent most of his......
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Neil Stevens - Amersham
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......
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Nicholas Lee - Rugby
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......
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Nick Nelms - Aylesbury
Benefits Consultant
Aylesbury
Nick specialises in business protection and health and wellbeing benefits. He has over 13 years’ experience within the Financial Services......
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Nick Yates - Rugby
DipPFS
Wealth Planner
Rugby
...
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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......
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Nigel Chaplin
Wealth Planner
Registered Office
Nigel has been a Wealth Planner for 25 years and provides holistic financial planning for personal clients who are either......
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Nigel Featherston - Amersham
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.......
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Pat Brogan - Edinburgh
Wealth Planner
Edinburgh
Pat is an experienced Wealth Planner and has worked with some of his clients for over 30 years to achieve their......
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Patrick Ryan - Salisbury
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......
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Paul Campion - Amersham
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......
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Paul Chambers - Amersham
Associate Planner
Amersham
Paul joined the financial planning profession in 2011. As a Paraplanner he works closely with the planners and support team......
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Paul Derbyshire - Aylesbury
Wealth Planner
Aylesbury
Paul is a highly experienced financial planning professional. He has specialised in working within the independent schools sector for over......
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Paul Finch - Salisbury
DipPFS
Wealth Planner
Salisbury
Paul helps clients create certainty over major financial decisions, answering key questions such as: “When can I afford to retire?”......
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Paul Langley - Rugby
Wealth Planner
Rugby
Paul has worked in Financial Services for seven years now having worked for RBS/NatWest and the Bank of Ireland (UK)......
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Paul McFadyen - Glasgow
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......
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Paul McLean - Salisbury
DipPFS
Wealth Planner
Salisbury
Paul deals in all aspects of financial planning, taking the time to fully understand his clients’ needs and aspirations, enabling......
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Paul Millar - Birmingham
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......
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Paul Pickering - Harrogate
Wealth Planner
Harrogate
Paul is a Member of the Personal Finance Society and has worked in the Financial Services for over 20 years......
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Paul Scarff - Glasgow
Wealth Planner
Glasgow
Paul joined the Financial Services Industry in 1987 and has been advising......
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Paul Smith - Halifax
BSc(Hons) FPFS Chartered MCSI
Wealth Planner
Halifax
Paul has 20 years’ experience in the financial services profession, including 7 years in stockbroking as a Registered Representative of......
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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......
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Peter Angell - West Byfleet
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......
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Peter Dubber - Rugby
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......
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Peter Geary - Kidderminster
DipPFS, AIFP, G60.
Wealth Planner
Kidderminster
Peter is a Wealth Planner in Succession Wealth.
Peter is a classic car enthusiast and also enjoys going to the theatre......
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Peter Viney - Salisbury
Wealth Planner
Salisbury
Peter has a wealth of experience in many aspects of Financial Planning gained over 30+ years in the industry. Many......
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Phil Allen - Rugby
Wealth Planner
Rugby
...
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Phil Luckett - Manchester
Wealth Planner
Manchester
Having joined the Financial Services industry in 1976, Phil has many years of experience in advising clients how to manage......
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Phil Staton
DipFA
Wealth Planner
Registered Office
Phil has worked in the financial services industry for almost 20 years. He specialises in creating Lifetime Financial Plans for......
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Philip Painter - Salisbury
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......
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Rebecca Newman - Aylesbury
Associate Planner
Aylesbury
Rebecca has over 10 years of experience within the financial services profession and joined Succession from an acquired firm in......
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Richard Bates - Sheffield
Chartered Financial Planner FPFS
Sheffield
Richard is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the......
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Richard Hunter - Salisbury
Wealth Planner
Salisbury
Richard established Equity Invest in 2001, bringing City experience to Wimbledon Village. He has spent over 30 years in the......
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Richard J Mills - Halifax
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,......
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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......
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Ricky Friend - Birmingham
Benefits Consultant
Birmingham
I have been working in corporate pensions and employee benefits since 2002. I spent the first eight years of my......
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Robert MacDonald - Glasgow
Wealth Planner
Glasgow
Robert is a Chartered Wealth Manager based in Gourock near Glasgow. With his colleagues, he has a simple mission –......
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Roddy Macleod - Glasgow
Wealth Planner
Glasgow
Roddy has spent his entire career in financial management and particularly enjoys helping clients protect their families, invest in the future......
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Roger Johnson - Rugby
Wealth Planner
Rugby
...
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Ron Geddes - West Byfleet
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......
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Ross Bolton - Kidderminster
Wealth Planner
Kidderminster
Ross has been advising clients in a personal & business capacity for 30 years and many of those clients are......
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Russell Kilby - Amersham
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......
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Scott Hunter - Glasgow
Wealth Planner
Glasgow
Scott studied Financial Services at university where he gained a BA Honours degree and thereafter progressed into the finance industry.
Having......
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Scott Mackintosh - Edinburgh
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......
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Sean Rebbetts - Birmingham
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......
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Shonna Graham - Glasgow
Wealth Planner
Glasgow
Shonna joined the industry in 2001 and prides herself in giving trustworthy financial advice to both personal and corporate clients.
She......
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Simon Horner - Chester
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......
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Simon Rogers - Rugby
CertPFS
Wealth Planner
Rugby
...
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Simon Wells
Wealth Planner
Simon spent 9 ½ years in the RAF, before pursuing a career in Financial Services in 1991. Having given financial......
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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......
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Stacey Chamberlain - Kidderminster
Associate Planner
Kidderminster
Stacey joined Succession in April 2017 with over 12 years’ experience within Financial Services.
Stacey likes to work with clients to......
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Stephen Graham - Salisbury
Wealth Planner
Salisbury
Stephen has worked in financial services for 34 years and has been a financial advisor for 18 years; building extensive......
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Steve Carson - Kidderminster
Wealth Planner
Kidderminster
Steve has 27 years in the financial services industry, mainly involved in advising on investment and pension portfolios. He now......
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Steve Gore - Kidderminster
Wealth Planner
Kidderminster
Steven works with clients to help them discover and achieve their financial goals and objectives. Ensuring clients take the necessary......
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Steve Hopkins - Kidderminster
Wealth Planner
Kidderminster
Steve has 41 years' experience in the financial services industry and is a Chartered Financial Planner and a fellow of......
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Steve Timms - Rugby
Wealth Planner
Rugby
...
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Steve Young - Rugby
Wealth Planner
Rugby
...
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Stuart Aberdeen - West Byfleet
Wealth Planner
West Byfleet
Stuart has been an Independent Financial Adviser all his working life having left Cardiff University with a business degree. Having......
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Stuart Beckett - Glasgow
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......
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Stuart Crandle - Chester
Wealth Planner
Chester
Stuart went to university in Liverpool to study business and finance, in 2011 when he completed university he started working......
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Tamsin Hazell - Maidenhead
APFS
Wealth Planner
Maidenhead
Tamsin has over 11 years of experience in the financial services industry and has worked as a Mortgage Adviser, Paraplanner......
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Terry Bignall - Maidenhead
Wealth Planner
Maidenhead
Terry spent almost ten years working as a Pensions Specialist for Scottish Life and left in 1999 to become an......
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Terry Kellow - Salisbury
Financial Advisor
Salisbury
Terry joined Succession Group in 2018 and is based in Succession’s Salisbury office. Terry provides Independent Financial Advice to clients......
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Tim Burton - Salisbury
Wealth Planner
Salisbury
Tim is aged 51 and is Christchurch born and bred. He now lives in Mudeford with his wife Sue and......
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Tim Clay - Birmingham
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......
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Tom Warwick - Kidderminster
Wealth Planner
Kidderminster
Tom graduated with a BA(Hons) in financial services in 1997 from UWE, Bristol. He is a Chartered Member of the......
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Tony Mansfield - West Byfleet
Wealth Planner
West Byfleet
Tony has 35 years’ experience in the Wealth Management industry, with a background in investment portfolio management. He specialises in......
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Trevor Doe - Amersham
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......
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Trevor Lupton - Bristol
Wealth Planner
Bristol
Trevor is a highly experienced financial planning professional, with industry experience that spans in excess of 30 years. He began......
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Vasilis Panteli
BA (Hons); DipFA; Cert CII
Wealth Planner
Registered Office
Vas Panteli has considerable experience in wealth planning and financial services.
Vas prides himself on building long lasting working relationships with......
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Wes Nixon - Plymouth
Wealth Planner
Plymouth
Wes is passionate about creating comprehensive financial plans for clients which enable them to achieve their life goals and objectives......
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William McBride - Glasgow
Wealth Planner
Glasgow
William has worked as an adviser in the financial services industry, for more than 27 years helping individuals, businesses and......
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