Succession Employee Benefit Solutions Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 9 years
Your funds are protected by FSCS
No FCA actions
Active company since 2012
1 thing worth a closer look in the background checks

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.

Website

successionwealth.co.uk/corporate-benefit-solutions (opens in a new tab)
Phone number

01752 968500
Address

Succession Wealth Ltd, The Apex, Brest Road, Derriford Business Park, Plymouth, PL6 5FL, United Kingdom

In the full report: 3 background checks, 1 thing worth a closer look

When successionwealth.co.uk 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

Other names (1)

If you were contacted under any of these names, it is this firm.

Succession Group Trading name: A name it trades under now.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
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)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on P2P agreements
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Making arrangements with a view to transactions in investments

FCA disciplinary action

Companies House record

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

Company number: 08146349 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 17 July 2012 (14 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
Stephen David Willis	Director	Feb 1980	27 Sep 2022	40 other companies
Christopher Mark Wood	Director	Nov 1964	27 Sep 2022	10 other companies
Michael Harris	Director	Oct 1965	27 Sep 2022	67 other companies
Simon Roger Marsden	Director	Mar 1973	1 Feb 2024	9 other companies
Andrew Maitland Dinwiddie	Director	Jul 1984	23 Jul 2024	14 other companies
MICHELMORES SECRETARIES LIMITED	Corporate secretary	Not published	1 May 2017	–

Other companies run by these 5 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: 122
closed down: 52
went insolvent: 5

In the full report: all 122 companies, named

What each company does, and whether it is still trading
Which of these 5 directors sit on each board, and since when
The 5 that went into liquidation or administration
The 16 on the FCA register
The 9 companies these 5 directors run together
All 25 people who have ever been directors, with their dates

Key dates in its history

Succession Employee Benefit Solutions’s history from the FCA register and Companies House, newest first.

Key events (5) All events (55)

2017

31 August 2017

Regulated by the FCA from this date
FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
Became authorised by the FCA

FCA register · Companies House

2016

6 April 2016

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

Companies House

2012

17 July 2012

Incorporated at Companies House

Companies House

In the full report: all 55 events

All 55 events in its history (5 shown here)
Every director appointment and resignation: 47

Firms connected to Succession Employee Benefit Solutions

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

connected firms: 8
share a director: 8
share its phone number: 3

In the full report: all 8 connected firms, named

How each is linked: shared directors (8), the same phone number (3), the same postcode (3)
Who links each one: the named directors, with dates
4 past links through former directors

Firms like Succession Employee Benefit Solutions

Other firms of the same type (financial adviser), nearest first.

In Plymouth

Condy Mathias Financial Planners LimitedPlymouthAuthorised Continuum (Financial Services) LLPPlymouthAuthorised Dartington Financials LimitedPlymouthAuthorised Edmund Nigel Wallen (T/A KL & EW Financial Services)PlymouthAuthorised Excaliber Associates LimitedPlymouthAuthorised Future First Financial Solutions LimitedPlymouthAuthorised

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 Employee Benefit Solutions

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

122 other companies its directors have run, named
3 background checks on its contact details, 1 flagged
All 55 events in its history
8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Succession Employee Benefit Solutions Limited FCA authorised?

Yes, Succession Employee Benefit Solutions Limited (FRN 767956) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2017 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Succession Employee Benefit Solutions’ phone number and website?

The FCA register lists the phone number 01752 968500 and the website successionwealth.co.uk/corporate-benefit-solutions for Succession Employee Benefit Solutions. 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 Employee Benefit Solutions a scam or clone?

Succession Employee Benefit Solutions 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 Employee Benefit Solutions?

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 Employee Benefit Solutions to the Financial Ombudsman Service, free of charge.

Who owns Succession Employee Benefit Solutions?

Succession Employee Benefit Solutions is owned by Succession Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.

Who runs Succession Employee Benefit Solutions?

Companies House lists 5 directors of Succession Employee Benefit Solutions: Stephen David Willis, Christopher Mark Wood, Michael Harris, Simon Roger Marsden and Andrew Maitland Dinwiddie.

How long has Succession Employee Benefit Solutions been in business?

The company was formed on 17 July 2012, and has held its current FCA authorisation since August 2017.

Does Succession Employee Benefit Solutions use any other names?

It trades as Succession Group.