0131 268 0014
Based in Edinburgh
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
Last checked: 10 April 2025
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
24
Recent Client Reviews
Louis has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louis has received 24 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: 08 January 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.
1
Qualifications Uploaded
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Louis has not yet added their fees to their profile
Fees not yet added
Louis has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
Last checked: 10 April 2025
Louis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Louis's status
24
Recent Client Reviews
Louis has received 24 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Louis has received 24 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: 08 January 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.
1
Qualifications Uploaded
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Louis has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Louis has not yet added their fees to their profile
Fees not yet added
Louis has not yet added their fees to their profile
Since beginning my career in financial services in 2020, I have established myself as a trusted Financial Adviser in Edinburgh. Holding a Diploma in Regulated Financial Planning, I am committed to delivering exceptional advice and service through a comprehensive and holistic approach to each client's financial needs. I firmly believe that face-to-face meetings are the best way to understand and address my clients' unique financial situations. I offer ongoing support to ensure that my clients' plans and investments continue to meet their evolving needs and adapt to changing circumstances. By working with individuals, families, and businesses, I build strong personal relationships and provide bespoke advice on all aspects of financial planning throughout every stage of life. As my client, you will receive guidance and the knowledge necessary to maximise your money's potential, building towards financial security, reassurance, and peace of mind for you and your family.
Offers available through VouchedFor
Contact Louis 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 Louis'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.