Succession Financial Management Limited

Reference number: 225831

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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 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
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Other names (9)

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

  • Aviva Equity Release Advice Trading name
  • Aviva Financial Advice Trading name
  • Law Society (NI) Financial Advice Trading name
  • LSNIFA Trading name
  • Succession Group Trading name
  • Succession Sports & Entertainment Trading name
  • Succession Wealth Trading name
  • Westpoint Financial Consultants Limited Former name
  • Independent Women Former trading name

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.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • 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 (15 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

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
04454027
Company status
Active
Company type
Private limited company
Incorporated
5 June 2002 (24 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
Michael Harris Director Oct 1965 27 Sep 2022 67 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
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
54
went insolvent
3

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 3 that went into liquidation or administration
  • The 16 on the FCA register
  • The 9 companies these 5 directors run together
  • All 32 people who have ever been directors, with their dates
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Key dates in its history

Succession Financial Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (75)

2016

6 April 2016

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

Companies House

2013

25 November 2013

  • Changed its registered name from "Westpoint Financial Consultants Limited"

FCA register

1 April 2013

  • Regulated by the FCA from this date

FCA register

2003

6 November 2003

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

FCA register

2002

5 June 2002

  • Incorporated at Companies House

Companies House

In the full report: all 75 events

  • All 75 events in its history (6 shown here)
  • Every director appointment and resignation: 57
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Firms connected to Succession Financial Management

Other FCA-listed firms that share a director, phone number or address with Succession Financial Management. 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
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Firms like Succession Financial Management

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

In Plymouth

Condy Mathias Financial Planners LimitedPlymouthAuthorisedContinuum (Financial Services) LLPPlymouthAuthorisedDartington Financials LimitedPlymouthAuthorisedEdmund Nigel Wallen (T/A KL & EW Financial Services)PlymouthAuthorisedExcaliber Associates LimitedPlymouthAuthorisedFuture 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 Financial Management

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
  • All 75 events in its history
  • 8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Succession Financial Management Limited FCA authorised?
Yes, Succession Financial Management Limited (FRN 225831) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since November 2003 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Succession Financial Management’s phone number and website?
The FCA register lists the phone number 01752 968500 and the website successionwealth.co.uk for Succession Financial Management. 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 Financial Management a scam or clone?
Succession Financial Management 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 Financial Management?
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 Financial Management to the Financial Ombudsman Service, free of charge.
Who owns Succession Financial Management?
Succession Financial Management is owned by Succession Group Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Succession Financial Management?
Companies House lists 5 directors of Succession Financial Management: Michael Harris, Stephen David Willis, Christopher Mark Wood, Simon Roger Marsden and Andrew Maitland Dinwiddie.
How long has Succession Financial Management been in business?
The company was formed on 5 June 2002, and has held its current FCA authorisation since November 2003.
Does Succession Financial Management use any other names?
It trades as Aviva Equity Release Advice, Aviva Financial Advice, Law Society (NI) Financial Advice, LSNIFA and Succession Group, and 2 more names. It has previously used 2 other names: Westpoint Financial Consultants Limited and Independent Women.

Sources and links

The full report on Succession Financial Management Limited

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