Disclosure

The FCA does not regulate tax planning or lifetime cash flow planning and certain aspects of corporate services.

Levels and bases of, and reliefs from taxation are subject to change. Tax reliefs referred to are those currently applying and their value depends on the circumstances of the individual investor.

The Financial Conduct Authority is an independent body that regulates financial services in the UK.

Succession Group Limited is not authorised by the FCA to conduct any regulated activity in the UK. All advice is provided through subsidiary businesses which are all authorised and regulated by the Financial Conduct Authority.

Succession Group is a trading style of Succession Wealth Management Ltd, Succession Financial Management Ltd, Succession Benefit Solutions LLP, Hart Financial Management Ltd, Hart Financial Consultancy Ltd, LRH Wealth Management Ltd, Cassidy Coutts & Donald Partners Ltd and DNG Financial Solutions Ltd.

(Hart Financial Management Ltd is an appointed representative of Hart Financial Consultancy Ltd.)

You can check the above by visiting the FCA register (https://register.fca.org.uk/), alternatively you can call the FCA on 0300 500 8082.

If you have any queries about Succession Group’s governance arrangements, please contact:

Group Regulatory Officer, Succession Group, Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, Devon, PL6 8BY

Succession Wealth Management Ltd (Registered Number: 07882611), Succession Financial Management Ltd (Registered Number: 04454027), Succession Benefit Solutions LLP (Registered Number: OC309769), Hart Financial Management Ltd (Registered Number: 7238985), Hart Financial Consultancy Ltd (Registered Number: 4021978), LRH Wealth Management Limited (Registered Number: 06255775), Cassidy Coutts Donald & Partners Ltd (Registered Number: 02783898) and DNG Financial Solutions Ltd (04264981) are  registered in England at Drake Building, 15 Davy Road, Plymouth Science Park, Derriford, Plymouth, PL6 8BY and is owned by Succession Group Ltd .  

What to do if you have a complaint

Our clients value the service we provide and often recommend us to others. In the unlikely event that a client is not satisfied they may register a complaint. All complaints are investigated in accordance with our internal complaints procedure (a copy is available on request) and the Financial Conduct Authority’s (FCA) rules on complaint handling. If our clients cannot settle their complaint with us, they may be entitled to refer it to the Financial Ombudsman Service (FOS) at Exchange Tower, London, E14 9SR, Tel: 0207 964 1000. Further information is available from their website www.financial-ombudsman.org.uk.