0117 295 7680
Based in Bristol
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FCA status: Certified by Firm
Denica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Denica's status
Last checked: 22 July 2025
Denica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Denica's status
2
Recent Client Reviews
Denica has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Denica has received 2 client reviews in the past 12 months; 100% of these have been verified
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: 21 July 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.
Qualifications Uploaded
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Denica has not yet added their qualifications to their profile
Transparent Fees
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Denica has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Denica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Denica's status
Last checked: 22 July 2025
Denica is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Denica's status
2
Recent Client Reviews
Denica has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Denica has received 2 client reviews in the past 12 months; 100% of these have been verified
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: 21 July 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.
Qualifications Uploaded
Denica has not yet added their qualifications to their profile
Qualifications not yet added
Denica has not yet added their qualifications to their profile
Transparent Fees
Denica has not yet added their fees to their profile
Fees not yet added
Denica has not yet added their fees to their profile
I am an Independent Financial Adviser for Succession Wealth, based in the Bristol and South West area. I have worked within the industry for over 12 years, and have worked in each of the roles that lead to Financial Planning including Paraplanning which is a technical role. My focus is helping you, as my client, to understand and achieve your finanical objectives, whatever that might mean for you. Financial Advice involves holistic planning that works with you as you move through each phase of your financial journey. Putting a plan in place, and reviewing this regularly, will ensure you are more likely to meet your financial objectives. I deal with all types of financial planning advice including but not limited to: Pensions, ISAs, Bonds, Long Term Care, Equity Release, Inheritance Tax Planning and The Teachers Pension Scheme. If you are looking for advice in these areas, please contact me to arange a complimentary, no obligation initial meeting.
£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 Denica's clients
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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.