Succession Wealth Management Limited

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Large Enterprise

Succession Wealth Management Limited

07882611Private Limited With Share Capital

The Apex, Brest Road, Derriford Business Park, Plymouth, PL65FL
Incorporated

14/12/2011

Company Age

14 years

Directors

7

Employees

SIC Code

64999

Risk

low risk

Company Overview

Registration, classification & business activity

Succession Wealth Management Limited (07882611) is a private limited with share capital incorporated on 14/12/2011 (14 years old) and registered in plymouth, PL65FL. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Since 2009, our teams of independent wealth planners have delivered high-quality advice to thousands of clients throughout the uk.we are committed to forming long-lasting relationships with our clients to help them achieve more with their money. our clients are at the heart of everything we do and l...

Private Limited With Share Capital
SIC: 64999
Large Enterprise
Incorporated 14/12/2011
PL65FL

Financial Overview

Total Assets

£31.29M

Liabilities

£21.53M

Net Assets

£9.76M

Turnover

£54.44M

Cash

£9.27M

Key Metrics

7

Directors

1

Shareholders

Board of Directors

5

Risk Assessment

low risk

International Score

Future Factor

fair

Performance Rating

Accounts

Typefull accounts
Due Date30/09/2026
Filing Date30/08/2025
Latest Accounts31/12/2024

Trading Addresses

60 Church Street, Birmingham, West Midlands, B32DJ
The Apex, Brest Road, Derriford Business Park, Plymouth, Pl6 5Fl, PL65FLRegistered

Contact