0330 038 8940
Based in Bury
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
Last checked: 10 April 2025
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
3
Recent Client Reviews
Philip has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 3 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: 09 December 2024
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
Philip has not yet added their qualifications to their profile
Qualifications not yet added
Philip has not yet added their qualifications to their profile
Transparent Fees
Philip has not yet added their fees to their profile
Fees not yet added
Philip has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
Last checked: 10 April 2025
Philip is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Philip's status
3
Recent Client Reviews
Philip has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Philip has received 3 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: 09 December 2024
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
Philip has not yet added their qualifications to their profile
Qualifications not yet added
Philip has not yet added their qualifications to their profile
Transparent Fees
Philip has not yet added their fees to their profile
Fees not yet added
Philip has not yet added their fees to their profile
I aim to provide clients with a first-class service in all areas of financial planning, building long lasting relationships along the way. I have experience advising clients on investments, pensions, protection, estate planning and more. Outside of work, I enjoy playing basketball and American football alongside spending time with my partner Demi and our Maine Coon cat.
£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 Philip's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
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.