SUCCESSION WEALTH MANAGEMENT LIMITED
Company number 07882611 · Monitor this company
Executive summary
Succession Wealth Management Limited operates as a strategic subsidiary within the UK's rapidly consolidating IFA sector, transitioning from a dormant acquisition shell in 2012 to a fully operational advisory entity backed by the Succession Group. While its historical financials reflect its origins as a non-trading vehicle, its current governance structure and parentage position it to leverage scale against rising regulatory costs and market fragmentation. The firm's competitive moat relies heavily on the centralized resources of its parent company to navigate the compliance-heavy environment defined by the FCA's Consumer Duty.
What it does
The company is dormant and has not traded during the period or subsequent to the period end.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2011-12-14
- Registered office
- The Apex, Brest Road Derriford Business Park, Derriford, Plymouth, United Kingdom, PL6 5FL
- Postcode
- PL6 5FL
- Capital
- 15 GBP
- Accounts category
- Full
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2025-12-11
- Next due by
- 2026-12-25
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 8 current · 15 resigned
Modern slavery statement
Registered a modern slavery statement for 2026 (period to 2025-12-31) as part of the AVIVA PLC group statement — 7 years on the registry.
Read the statement summary on the government modern slavery statement registry. Contains public sector information licensed under the Open Government Licence v3.0.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA005958 (Tier 1), registered since 2013.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- successionwealth.com
- Phone
- 01904610495, 01412253878, 01463798219
Delivering independent financial advice to offer you peace of mind and financial wellbeing.
Previous registered addresses 1
| Address | Changed on |
|---|---|
| UNIT 9 DRAKE BUILDING, 15 DAVY ROAD, TAMAR SCIENCE PARK DERRIFORD, PLYMOUTH, DEVON, PL6 8BY, UNITED KINGDOM | 2013-12-13 |
The class of 2011
27%
of the 2,408 companies in this sector incorporated in 2011 are still active today; 71% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 4 titles
- Leasehold
- 4
- Most recent registration
- 2023-12-05
- Where
- West Midlands (1), Oxfordshire (1), North Yorkshire (1)
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| MM191206 | West Midlands | Leasehold | 2023-12-05 | — |
| ON350599 | Oxfordshire | Leasehold | 2023-02-23 | — |
| NYK456485 | North Yorkshire | Leasehold | 2018-06-27 | — |
| WT420379 | Wiltshire | Leasehold | 2016-02-15 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.