Our People

Adrian Bucknall
APFS
Wealth Planner
Chester
Adrian works with clients approaching retirement age, and in retirement, to help them achieve their lifestyle goals. Whether that is......

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Adrian Kemp
Wealth Planner
Rugby
...

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Alan Hemsworth
Wealth Planner
Plymouth (Head Office)
Alan has worked in financial services for over 40 years. He is a Chartered Financial Planner and Fellow of the......

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Alex Brown
Financial Adviser
Amersham
Alex has 5 years of experience in financial services, and today he is part of a specialist team working with......

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Alison King
Wealth Planner
Sheffield
Alison has worked as an adviser in the financial services industry, for more than 27 years and is a member......

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Alister Mellor
ACII CertPFS
Wealth Planner
Amersham
Alister is one of the founder members of Succession Group and has worked exclusively in financial services since completing an......

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Alun Davies
BSc PhD DipPFS CeMAP
Wealth Planner
Amersham
Alun moved into financial services after leaving Cambridge University, immediately specialising in complex tax and pension arrangements for individuals, families and......

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Andrew Cole
Dip FA
Wealth Planner
Plymouth (Head Office)
A founding member of Succession Group, Andrew has provided financial planning services for more than 20 years, helping clients analyse......

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Andrew French
Wealth Planner
Rugby
...

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Andrew Owen
Cert CII
Wealth Planner
Salisbury
Andrew has worked in financial services for almost 25 years. He is bi-lingual and can converse with clients who prefer......

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Andrew Thompson
APFS
Wealth Planner
Amersham
Andrew is a Chartered Financial Planner with over 20 years’ experience in financial services, initially working within compliance before moving......

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Andrew Wilkinson
Benefits Consultant
Amersham
Andrew is a corporate benefits specialist, working with businesses to build schemes tailored to their specific needs and supporting the ongoing......

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Andy Manning
Wealth Planner
Andy is very highly rated on VouchedFor and has extensive (over 25 years) experience in the financial services sector. Eleven......

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Andy Robbins
DipPFS
Benefits Consultant
Amersham
Andy specialises in corporate pensions, risk benefits and financial planning for directors and business owners. In his ten year career he has......

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Ashley Charles Townsend
DipFA
Wealth Planner
Amersham
Ashley has over 9 years’ experience in financial services, beginning his career with a global retirement and investment specialist in......

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Bob Bercis
Wealth Planner
Rugby
...

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Brian Steward
Wealth Planner
Truro
A Cornishman, Brian left Penzance to study Zoology at London University, pursuing a varied career thereafter starting with Olivetti IDP......

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Chris Grimes
Wealth Planner
Rugby
...

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Christopher Mellor
Wealth Planner
Amersham
Christopher has 37 years’ experience in financial services and works closely with clients to understand their immediate financial priorities and longer-term......

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Claire Vickers
Wealth Planner
Salisbury
Clare has been a Financial Adviser for over 25 years and has considerable experience in wealth......

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Clive Gwilliam
Wealth Planner
Truro
Clive has worked in financial services for over 39 years and has been giving face to face advice for over......

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Colin Hanlon
ACSI, ACII, DipPFS
Wealth Planner
Birmingham
In 2015, after a long and successful career with leading life assurance companies such as Norwich Union, Royal London and......

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David Bradley
Wealth Planner
Truro
David has been involved in the Financial Services Industry all his working life, formerly with Lloyds Bank, leaving in 1990......

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David Butler
APFS Certs CII (MP & ER)
Wealth Planner
Salisbury
As one of the most highly qualified financial planners in the UK, David helps clients plan for and achieve their......

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David Colgan
BA (Hons), Dip PFS, Cert CII (MP and ER)
Wealth Planner
Hamilton
David works out of the Hamilton office, and has worked in Financial Services since graduating from university in 1999. He works......

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David Hole
Wealth Planner
Salisbury
David is 51 and lives in Christchurch with his new wife Sarah, they got married in Venice in May 2015. David......

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David Howard
DipPFA
Wealth Planner
Salisbury
David has worked in the financial services industry for more than 30 years. He provides holistic financial planning services to......

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David Lewis
DipPFS
Wealth Planner
Salisbury
David has been advising and helping people to achieve their financial goals for over 25 years. He provides his clients with......

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David Mahood
BA MIFS DipFA
Wealth Planner
Glasgow
David has been advising and helping people achieve their financial goals for over 15 years. David creates bespoke Lifestyle Planning strategies......

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David Ross
APFS
Wealth Planner
Amersham
David has worked for over 24 years in the financial services industry building up an established and trusted client base......

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David Skelton
Wealth Planner
Chester
David has worked in the financial services industry for 26 years. David deals with a diverse range of clients, aiming to......

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Dhan Sharma
Wealth Planner
Amersham
Dhan helps clients, trustees & attorneys to make smart decisions around money. His expertise includes Financial Planning, Wealth Management, Estate......

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Dimitri Philippidis
Wealth Planner
Dimitri previously worked at PFP Group and Coutts & Co. Dimitri is a Chartered Financial Planner – an accolade that......

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Donald Martin
Wealth Planner
Glasgow
Donald works with family groups to help them live the life they really want to live, with a detailed financial......

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Doug Muirhead
Wealth Planner
Aylesbury
Doug is a highly experienced and qualified financial planning professional. Having initially trained as a management accountant, he has now......

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Drew Nutsford
Wealth Planner
Edinburgh
With over 10 years in the financial services industry across several areas such as financial planning, mortgages, protection, investments, asset......

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Elise Chester
Wealth Planner
Salisbury
Elise prides herself on building long lasting relationships with all of her clients based on trust and an in depth......

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Eoghann McPherson
ACII APFS
Wealth Planner
Edinburgh
Eoghann was one of the first Chartered Financial Planners in the UK and has spent his entire career in financial......

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Georgina Bennett
APFS AIFP CFP
Wealth Planner
Salisbury
Georgina is a Chartered Financial Planner, a Certified Financial Planner and an Associate of the Personal Finance Society. She has been......

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Gerald Bennett
FPFS CFP MSTA Chartered MCSI
Wealth Manager
Salisbury
Gerald is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the......

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Gervase P Lancaster
BSocSc (JT Hons) DipPFS, Certs CII (MP& ER), CeMAP
Wealth Planner
Birmingham
After graduating from the University of Birmingham, Gervase entered the financial services industry in 1987 with Noble Lowndes & Partners,......

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Graeme Jenkins
Wealth Planner
Glasgow
Graeme  began his financial services career over 12 years ago and thoroughly enjoys his role as a Wealth Planner within......

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Graham Brodie
BSc DipFA AwPETR MIFS
Wealth Planner
Glasgow
Graham Brodie began his financial services career following university and became one of Scotland’s youngest Level 4 Financial Planners at the......

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Hilary Pryor
Wealth Planner
Truro
Hilary was born in Cornwall and currently lives in Truro. She specialises in financial advice and wealth management for private......

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Ian Brown
Wealth Planner
Rugby
...

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James Keenan
FPFS MCSI
Wealth Planner
Amersham
James is one of the UK’s most highly qualified financial planners and has worked in the financial services industry for......

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James Pinckney
Wealth Planner
Salisbury
James has 18 years experience within the Financial Services Industry. He is focused on developing long term client relationships and......

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John Allder
Wealth Planner
Rugby
...

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John Andrews
Wealth Planner
Aylesbury
John has 30 years experience in the Financial Services in a variety of roles. More recently as an adviser John is......

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John Edwards
BA (hons) DIP PFS
Wealth Planner
John has been working in financial services for over fifteen years, working as an independent adviser with the same company for......

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Julia Keith
Wealth Planner
Julia has over 15 years’ experience in the financial services industry and always had the ambition to become a Financial......

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Keith Hartland
DipPFS
Wealth Planner
Salisbury
Having run a successful business for almost 20 years, and made a number of acquisitions, Keith has a wealth of......

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Keith Jayne
DipFA, CeMap. ER1, CeLTCI
Wealth Planner
Plymouth (Head Office)
Keith’s early years were spent acting on stage and in TV roles, and he is best known for his title role......

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Kerry Palethorpe
DipPFS
Wealth Planner
Salisbury
Kerry is an experienced Wealth Planner with over 20 years’ experience.  She works primarily with private clients, small business owners......

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Kevin Gerrard
Wealth Planner
Rugby
...

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Kevin Norman
Wealth Planner
Amersham
With over 30 years experience as an advisor Kevin is very proud of the fact that the majority of the......

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Kim Williams
Wealth Planner
Amersham
Kim is an experienced Wealth Planner with over 35 years in Financial Services. She works very closely with clients to......

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Lawrence King
Wealth Planner
Lawrence has over 25 years’ experience helping both individuals and businesses to realise their financial ambitions. A Chartered Financial Planner and......

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Leanne Lindsay
Wealth Planner
Leanne works out of the Edinburgh office. Leanne joined Independent Women, Succession’s new specialist division providing financial advice and services for......

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Lee Pringle
Wealth Planner
Lee has been helping his clients to achieve their financial ambitions and lifetime goals for over 25 years'. As a Fellow......

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Lee Trimby
DipFA
Wealth Planner
Salisbury
Lee has over 20 years’ experience in financial services, working with clients to ensure their finances are well-organised and tax......

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Lesley Mackintosh
Wealth Planner
Edinburgh
Lesley is the CEO and founder of Independent Women, Succession’s new specialist division providing financial advice and services for women. With......

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Marc Holden
Wealth Planner
Rugby
...

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Marcus Morland
Dip CII
Wealth Planner
Chester
Marcus has over 10 years' experience in financial services, providing specialist advice to both private and commercial clients. He values......

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Mark Allder
Wealth Planner
Rugby
...

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Mark Lambert
Wealth Planner
Salisbury
Mark is 52 and lives in West Parley with his long-term partner Rachel. Mark has two daughters, Bryony and Yasmin both......

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Mark Lear
Wealth Planner
Salisbury
Mark  has been a Financial Adviser for nearly 30 years. Mark  believes in providing personal advice to the highest standard,  working......

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Mark Rogers
BA (Hons) ACSI DipPFA
Wealth Planner
Birmingham
After a successful academic career at Exeter University, Mark joined Employee Benefit specialists Noble Lowndes & Partners in 1982 and......

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Mark Walsh
DipPFS Cert CII (MP)
Wealth Planner
Amersham
Mark helps clients to achieve their financial goals by taking the time to understand their individual circumstances, and guiding them......

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Mark Warner
Wealth Planner
Mark is a highly experienced Financial Planner working with both commercial and private clients having been an authorised financial adviser......

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Martin Holderness
DipPFS
Wealth Planner
Amersham
Martin qualified as a Chartered Accountant with KPMG Peat Marwick in 1983 before moving into financial services in 1984. He......

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Matthew Danks
DipPFS
Wealth Planner
Salisbury
Matthew is a Wealth Planner with over 17 years’ experience within financial services. He holds the Diploma in Regulated Financial Planning......

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Mel Scott
Wealth Planner
Mel has worked in the Financial Services industry for over 30 years. Over that time he has accumulated a wealth......

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Michael Ageev
BSc (Hons) FPFS
Wealth Planner
Amersham
Michael is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has worked in financial services for......

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Michael Johns
Wealth Planner
Michael has over 10 years’ experience working in the industry and can provide financial advice under both SWM and SFM......

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Michelle Crowley
DipPFS and Cert CII (MP)
Wealth Planner
Amersham
Michelle has considerable experience in financial services. Michelle provides a full financial planning service and enjoys helping people achieve greater certainty......

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Mick Belcher
Wealth Planner
Rugby
...

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Muhammed Khan
Wealth Planner
Birmingham
Muhammed joined Succession Group Limited in August 2017, from Mazars Financial Planning Ltd, where he qualified as a Financial Planner,......

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Neil Osborne
BEng CFP Chartered MCSI
Wealth Planner
Since graduating from Oxford Brookes University in 1987 with a degree in Civil Engineering, Neil has spent most of his......

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Neil Stevens
ACII DipPFS Cert CII (MP)
Wealth Planner
Amersham
Neil has over 30 years’ experience in financial services and a large part of his background has been in senior management......

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Nick Yates
DipPFS
Wealth Planner
Rugby
...

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Nigel Bull
DipPFS
Wealth Planner
Amersham
An experienced Wealth Planner, Nigel offers his clients technical expertise and knowledge and builds close bonds with his clients in which the......

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Nigel Chaplin
Wealth Planner
Plymouth (Head Office)
Nigel has been a Wealth Planner for 25 years and provides holistic financial planning for personal clients who are either......

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Nigel Featherston
Level 5 with COIBS
Wealth Planner
Amersham
Nigel has worked in financial services for over 30 years.  He works with both private and corporate clients and their employees.......

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Pat Brogan
Wealth Planner
Edinburgh
Pat is an experienced Wealth Planner and has worked with some of his clients for over 30 years to achieve their......

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Patrick Ryan
DipPFS
Wealth Planner
Salisbury
Patrick has worked in the financial services sector for over 15 years. He enjoys working with clients to create bespoke financial......

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Paul Campion
BEng BCom (Hons) FPFS
Wealth Planner
Amersham
Twice-voted Money Management’s SIPP Financial Planner of the Year, Paul joined the financial planning profession post-university. Paul is both a Chartered and......

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Paul Derbyshire
Wealth Planner
Aylesbury
Paul is a highly experienced and qualified financial planning professional.  Paul joined the financial services industry in 1983 and has......

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Paul Finch
DipPFS
Wealth Planner
Salisbury
Paul helps clients create certainty over major financial decisions, answering key questions such as: “When can I afford to retire?”......

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Paul Matthew Smith
BSc(Hons) FPFS MCSI
Wealth Planner
Chester
Paul has 16 years’ experience in the financial services profession, including 7 years in stockbroking as a Registered Representative of......

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Paul McLean
DipPFS
Wealth Planner
Salisbury
Paul deals in all aspects of financial planning, taking the time to fully understand clients’ objectives and the financial priorities for......

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Paul Millar
DipPFS
Wealth Planner
Birmingham
Having run a successful business for 15 years prior to selling to Succession Group, Paul shares a unique insight with the......

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Paul Pascoe
DipFA ER1 CeMAP
Financial Adviser
Plymouth (Head Office)
Paul has 25 years of experience in financial services, and today he is part of a specialist team working with......

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Paul Pickering
Wealth Planner
Paul is a Member of the Personal Finance Society and has worked in the Financial Services for over 20 years......

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Peter Andrews
Wealth Planner
Edinburgh
Peter joined the Financial Services profession in 1987, with a leading home service life office. He then moved on to......

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Peter Dubber
ACII
Wealth Planner
Chester
With over 30 years’ financial services experience, Peter helps clients to feel in control of their financial future. Peter provides the highest......

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Peter Geary
DipPFS, AIFP, G60.
Wealth Planner
Kidderminster
Peter is a Wealth Planner in Succession Group. Peter is a classic car enthusiast and also enjoys going to the theatre......

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Peter Viney
Wealth Planner
Salisbury
Peter has a wealth of experience in many aspects of Financial Planning gained over 30+ years in the industry. Many......

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Phil Allen
Wealth Planner
Rugby
...

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Phil Gerry
DipFA
Wealth Planner
Plymouth (Head Office)
Phil has over 20 years' experience in the financial services industry. He works closely with clients, helping them focus on the......

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Phil Staton
DipFA
Wealth Planner
Plymouth (Head Office)
Phil has worked in the financial services industry for almost 20 years. He specialises in creating Lifetime Financial Plans for......

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Philip Painter
DipFA
Wealth Planner
Salisbury
After 22 years in the financial services industry, Philip has a well-established client base arising from recommendations and referrals from existing clients......

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Richard Bates
Wealth Planner
Sheffield
Richard is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the......

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Richard J Mills
DipFA
Wealth Planner
Chester
Richard works with both personal and corporate clients. Richard and his colleague Paul Smith, whom he has worked alongside since 2006,......

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Richard King
Wealth Planner
Rugby
...

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Richard Nicholson
CFP Chartered MSCI
Wealth Planner
Chester
Richard began his career in financial services following a chemistry degree at Durham University. He quickly recognized the added value......

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Roddy Macleod
Wealth Planner
Glasgow
Roddy has spent his entire career in financial management and particularly enjoys helping clients protect their families, invest in the future......

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Roger Jamieson
Wealth Planner
Glasgow
Roger helps long-standing clients answer the important questions about their financial future including “When can I retire?” and “How much do......

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Roger Johnson
Wealth Planner
Rugby
...

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Ross Belford
Financial Adviser
Edinburgh
Ross has over 20 years experience in the banking and financial services sector.  Ross works for Succession Financial......

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Ross Bolton
Wealth Planner
Sheffield
Ross has been advising clients in a personal & business capacity for 30 years and many of those clients are......

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Russell Kilby
Dip CII
Wealth Manager
Amersham
Russell has over 20 years’ experience in Financial Services, beginning his career in the Oxford office of Royal London. During his......

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Scott Mackintosh
Wealth Planner
Edinburgh
With almost 20 years in the financial services industry, Scott is highly experienced in all aspects of the business from......

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Sean Rebbetts
BSc (Hons), ACSI, DipPFS
Wealth Planner
Birmingham
Sean joined Clay Rogers & Partners (acquired by Succession in 2016) in July 2015 from the Mazars Financial Planning graduate......

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Shonna Graham
Wealth Planner
Hamilton
Shonna joined the industry in 2001 and prides herself in giving trustworthy financial advice to both personal and corporate clients. She......

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Simon Heap
BA(Hons) DipPFS, Cert CII(MP)
Wealth Planner
Truro
Simon is a Wealth Planning professional, helping clients protect and enhance their wealth. Simon lives Taunton and works with clients in......

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Simon Hill
DipPFS, Cert CII (MP).
Wealth Planner
Chester
Simon has over 14 years' experience in the financial services industry, and today he is part of a specialist team......

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Simon Horner
DipPFS
Wealth Planner
Chester
Simon has over 15 years’ experience in financial services, specialising in investments and pension planning with business owners, individual clients and......

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Simon Rogers
CertPFS
Wealth Planner
Rugby
...

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Simon Wells
Wealth Planner
Simon spent 9 ½ years in the RAF, before pursuing a career in Financial Services in 1991. Having given financial......

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Sivan Isaacs
Financial Adviser
Glasgow
Sivan has specialised in mortgages for 15 years and is an experienced practioner to secure the right deal for home......

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Stephen Graham
Wealth Planner
Salisbury
Stephen has worked in financial services for 34 years and has been a financial advisor for 18 years; building extensive......

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Steve Carson
Wealth Planner
Steve has 27 years in the financial services industry, mainly involved in advising on investment and pension portfolios. He now......

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Steve Gore
Wealth Planner
Kidderminster
Steven works with clients to help them discover and achieve their financial goals and objectives.  Ensuring clients take the necessary......

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Steve Hopkins
Wealth Planner
Chester
Steve has 41 years' experience in the financial services industry and is a Chartered Financial Planner and a fellow of......

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Steve Phillips
Wealth Planner
Steve helps his clients to achieve their lifestyle goals without the fear of running out of money. Some of these......

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Steve Timms
Wealth Planner
Rugby
...

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Steve Wood
DipPFS
Financial Advisor
Salisbury
Steve has almost 30 years’ experience in the financial services industry. Steve's financial planning advice is focused on helping clients......

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Steve Young
Wealth Planner
Rugby
...

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Stuart Beckett
MA (Hons), DipPFS
Wealth Planner
Glasgow
Stuart has been a Wealth Planner for 28 Years and provides holistic financial planning for personal clients, specialising in Inheritance Tax......

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Stuart Thorpe
DipCII
Wealth Planner
Chester
Stuart has over 38 years’ experience in financial services, working in Building Societies, Solicitors Practices as an IFA and Banks......

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Tamsin Hazell
APFS
Wealth Planner
Tamsin has over 11 years of experience in the financial services industry and has worked as a Mortgage Adviser, Paraplanner......

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Tim Burton
Wealth Planner
Salisbury
Tim is aged 51 and is Christchurch born and bred. He now lives in Mudeford with his wife Sue and......

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Tim Clay
BSc (Hons), ACSI, DipPFS
Wealth Planner
Birmingham
After leaving University, Tim joined the financial services industry in early 1983. His first major move in 1985 was to......

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Trevor Doe
Wealth Planner
Amersham
Trevor has over 30 years’ experience in the financial services industry. Trevor specialises in pensions and wealth management, spending time to understand  what clients really want to......

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Vasilis Panteli
BA (Hons); DipFA; Cert CII
Wealth Planner
Plymouth (Head Office)
Vas Panteli has considerable experience in wealth planning and financial services. Vas prides himself on building long lasting working relationships with......

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Wayne Holborow
Wealth Planner
Rugby
...

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