0160 339 8133
Based in Norwich
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: December, 2017
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 12 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
16
Recent Client Reviews
Michael has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 16 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.
6
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
38
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 38 first impressions)
100% of users who are not yet clients had a positive first experience with Michael
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 38 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
Last checked: 12 April 2025
Michael is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Michael's status
16
Recent Client Reviews
Michael has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Michael has received 16 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.
6
Qualifications Uploaded
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Michael has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Michael has provided information on their typical fees
Michael has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
38
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 38 first impressions)
100% of users who are not yet clients had a positive first experience with Michael
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Michael (based on 38 first impressions)
Financial planning is not about Pensions, ISA's and complicated Investments. It's about people. My role is to inspire confidence by removing concerns over money being a barrier in achieving financial independence. We always start by asking a few simple questions; What do you want to achieve? How much is enough? When do you want to achieve financial independence? As a Chartered Financial Planner, I specialise in translating 'industry jargon' and keeping advice clear and easy to understand. We leave no stone unturned to help you reach your ultimate goals! Having been listed in the Guide to Top Rated Financial Advisers in The Times, I would like to say a big thank you to all those wonderful clients who left a review. I am also qualified and accredited to advise members of Defined Benefit pension schemes with transfer values in excess of £250,000 who are looking to retire within the next 12 months. In my spare time, I 'attempt' to play golf and love taking part in walking challenges. Thank you for taking the time to read my profile and I look forward to hearing from you soon.
Offers available through VouchedFor
Contact Michael through VouchedFor and your initial 1 hour 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 Michael'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.