Philip Moss

Philip Moss

Succession Wealth

Minimum savings/pensions: Any amount

0330 038 8940
Based in Bury
View location

Verified since: September, 2024

5 out of 5

3 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 10 October 2025

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

  • Recent Client Reviews

    Philip has not received any reviews in the last 12 months

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

  • Independent Financial Adviser

    Last checked: 09 June 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

    Qualifications not yet added

    Philip has not yet added their qualifications to their profile

  • Transparent Fees

    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, retirement and 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 cats.