Succession Advisory Services Limited

Reference number: 510054

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When successionadvisoryservices.com first appeared online, and whether it can receive email
  • What kind of line 01752 968500 is, and the 3 other firms that give it
  • Who else gives the postcode PL6 5FL
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FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • SIPP activity limited to agreed list
    The firm must not permit any other SIPP products on its investment platform other than those specified in the SIPP Product Partner List provided to the Permissions Department on 7 December 2012. Any requests to remove this requirement or add another SIPP Product Partner must be approved by the FSA in the first instance
  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06711051
Company status
Active
Company type
Private limited company
Incorporated
30 September 2008 (18 years old)
Registered office
The Apex, Brest Road Derriford Business Park, Derriford, Plymouth, PL6 5FL, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Simon Roger Marsden Director Mar 1973 1 Feb 2024 9 other companies
Christopher Robert Hogarth Director Aug 1985 1 Oct 2026 2 other companies
MICHELMORES SECRETARIES LIMITED Corporate secretary Not published 1 May 2017 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
11
still active
11
are FCA-registered
6

In the full report: all 11 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 on the FCA register
  • All 29 people who have ever been directors, with their dates
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Key dates in its history

Succession Advisory Services’s history from the FCA register and Companies House, newest first.

Key events (13) All events (73)

2022

11 August 2022

  • Succession Holdings Ltd took control (75–100% of shares)

Companies House

2018

21 June 2018

  • Succession Newco2 Limited gave up control

Companies House

2016

18 August 2016

  • Succession Finance Limited gave up control
  • Succession Newco1 Limited gave up control
  • Succession Newco1 Limited took control (75–100% of shares)
  • Succession Newco2 Limited took control (75–100% of shares)

Companies House

6 April 2016

  • Succession Finance Limited took control (75–100% of shares)

Companies House

7 March 2016

  • FCA imposed a requirement (May control but not hold client money)

FCA register

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2 January 2013

  • FCA imposed a requirement (SIPP activity limited to agreed list)

FCA register

2010

13 October 2010

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2008

30 September 2008

  • Incorporated at Companies House

Companies House

In the full report: all 73 events

  • All 73 events in its history (13 shown here)
  • Every director appointment and resignation: 57
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Firms connected to Succession Advisory Services

Other FCA-listed firms that share a director, phone number or address with Succession Advisory Services. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
3
share its phone number
3

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same phone number (3), the same postcode (3)
  • Who links each one: the named directors, with dates
  • 3 past links through former directors
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Firms like Succession Advisory Services

Other firms of the same type (investment or fund manager), nearest first.

In Plymouth

Inspire Wealth LtdPlymouthAuthorised

In the Plymouth (PL) postcode area

Resonance Impact Investment LimitedLauncestonAuthorised

Elsewhere in the UK

UBS Asset Management (Europe) S.A.AuthorisedUBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedMarks and Spencer Unit Trust Management LimitedChesterAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Succession Advisory Services

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 11 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 73 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Succession Advisory Services Limited FCA authorised?
Yes, Succession Advisory Services Limited (FRN 510054) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2010 and works as an investment or fund manager. The FCA has placed 2 limits on what it may do.
What is Succession Advisory Services’ phone number and website?
The FCA register lists the phone number 01752 968500 and the website successionadvisoryservices.com for Succession Advisory Services. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Succession Advisory Services a scam or clone?
Succession Advisory Services is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Succession Advisory Services?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Succession Advisory Services to the Financial Ombudsman Service, free of charge.
Who owns Succession Advisory Services?
Succession Advisory Services is owned by Succession Holdings Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 11 August 2022. Before that, it was controlled by Succession Newco2 Limited, Succession Newco1 Limited and Succession Finance Limited.
Who runs Succession Advisory Services?
Companies House lists 2 directors of Succession Advisory Services: Simon Roger Marsden and Christopher Robert Hogarth.
How long has Succession Advisory Services been in business?
The company was formed on 30 September 2008, and has held its current FCA authorisation since October 2010.

Sources and links

The full report on Succession Advisory Services Limited

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