0330 038 8940
Based in Amersham
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FCA status: Certified by Firm
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Last checked: 02 April 2025
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Recent Client Reviews
Russell has not received any client reviews in the past 12 months
Russell has not received any reviews in the last 12 months
Russell has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 03 January 2021
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.
Qualifications Uploaded
Russell has not yet added their qualifications to their profile
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Russell has not yet added their qualifications to their profile
Transparent Fees
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Russell has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Last checked: 02 April 2025
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Recent Client Reviews
Russell has not received any client reviews in the past 12 months
Russell has not received any reviews in the last 12 months
Russell has not received any client reviews in the past 12 months
Independent Financial Adviser
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.
Last checked: 03 January 2021
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.
Qualifications Uploaded
Russell has not yet added their qualifications to their profile
Qualifications not yet added
Russell has not yet added their qualifications to their profile
Transparent Fees
Russell has not yet added their fees to their profile
Fees not yet added
Russell has not yet added their fees to their profile
I am based in the Amersham office, however I live in Oxfordshire. I have over 25 years’ experience in Financial Services, beginning my career in the Oxford office of Royal London. During my career I have developed and maintained close, long-term relationships with my clients, built on trust and integrity. I enjoy building financial plans that help my clients achieve their goals and aspirations without the fear of ever running out of money and I pride myself on doing what’s right for my clients. My particular areas of interest are investments and pensions both pre and post retirement. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. I received my Level 4 Diploma from the Chartered Insurance Institute in 2011 which was the culmination of two years of study whilst advising. Outside of work, I can be found spending valuable time with my wife, two teenage daughters and dog Crunchie.
Offers available through VouchedFor
Contact Russell through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Russell's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.