0330 038 8940
Based in Pevensey
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FCA status: Certified by Firm
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
Last checked: 02 April 2025
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
Recent Client Reviews
Toby has not received any client reviews in the past 12 months
Toby has not received any reviews in the last 12 months
Toby has not received any client reviews in the past 12 months
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: 01 July 2021
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.
8
Qualifications Uploaded
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Toby has not yet added their fees to their profile
Fees not yet added
Toby has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
Last checked: 02 April 2025
Toby is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Toby's status
Recent Client Reviews
Toby has not received any client reviews in the past 12 months
Toby has not received any reviews in the last 12 months
Toby has not received any client reviews in the past 12 months
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: 01 July 2021
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.
8
Qualifications Uploaded
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Toby has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Toby has not yet added their fees to their profile
Fees not yet added
Toby has not yet added their fees to their profile
I have been a Financial Adviser since 1990 and an Independent Financial Advisor since 2011. I pride myself in providing a bespoke personal service to my clients on key aspects of financial planning such as investment, retirement, estate and tax planning. I like to encourage a friendly and relaxed environment where clients fully explore and communicate what they really want. We can create the plan together and maintain it over time, making changes if necessary as we go. On a personal front, I have 2 children and enjoy spending time together. I enjoy Scuba Diving and riding my motortrike, music and film.
£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 Toby'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.