Michael Ageev

Michael Ageev

Succession Wealth

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Amersham
View location

Verified since: July, 2020

4.8 out of 5

19 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 May 2026

    Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status

  • Recent Client Reviews

    Michael has not received any reviews in the last 12 months

    Michael has not received any client reviews in the past 12 months

  • Independent Financial Adviser

    Last checked: 14 November 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Michael has provided information on their typical fees

    Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

About

My role is to help clients identify their goals, design a strategy to achieve these goals, then continuously monitor and update it in line with changing circumstances. Making your finances well organised and tax-efficient enables you and your family to achieve a better lifestyle and peace of mind. I deal with a diverse range of clients from all backgrounds, including young professionals just starting their journey and those who have already achieved financial freedom. While everyone is different, most people tend to go through similar stages and experiences in life. Having worked in financial services for 20 years, I feel privileged to have witnessed many of these experiences. During these years I have also achieved numerous professional qualifications. I have been awarded the Chartered Financial Planner title by the Chartered Insurance Institute and a Fellowship of the Personal Finance Society. Outside of work I enjoy spending time with my family, travelling, cycling and playing tennis.