0330 038 8939
Based in Salisbury
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FCA status: Certified by Firm
Elise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Elise's status
Last checked: 02 July 2025
Elise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Elise's status
Recent Client Reviews
Elise has not received any client reviews in the past 12 months
Elise has not received any reviews in the last 12 months
Elise 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: 02 February 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
Elise has not yet added their qualifications to their profile
Qualifications not yet added
Elise has not yet added their qualifications to their profile
Transparent Fees
Elise has not yet added their fees to their profile
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Elise has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Elise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Elise's status
Last checked: 02 July 2025
Elise is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Elise's status
Recent Client Reviews
Elise has not received any client reviews in the past 12 months
Elise has not received any reviews in the last 12 months
Elise 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: 02 February 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
Elise has not yet added their qualifications to their profile
Qualifications not yet added
Elise has not yet added their qualifications to their profile
Transparent Fees
Elise has not yet added their fees to their profile
Fees not yet added
Elise has not yet added their fees to their profile
Having been a financial adviser since 2005, initially advising employees on their Group Pensions, I now work exclusively in wealth management. I pride myself on building long lasting relationships with all of my clients based on trust and an in-depth understanding of their personal finances and objectives. This enables me to provide professional expert advice for all your planning needs, throughout all the phases of life's journey. My approach is not to focus on just one key area of planning, but to create a financial plan that encompasses all areas to provide peace of mind that you can enjoy retirement without the fear of running out of money. Outside of work, I enjoy travel, exploring the outdoors and generally being fit and active.
£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 Elise's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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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.