SUCCESSION ADVISORY SERVICES LIMITED

• 64999 - Financial intermediation not elsewhere classified

Succession Advisory Services is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number: 06711051... We specialise in building and maintaining investment solutions for financial planners. We provide a comprehensive risk-controlled investment framework and tailored portfolio management. Our services cater to UK-based financial professionals seeking diversified portfolio construction and risk based rebalancing. Collaborating with financial planners to support their whole-of-market investment offerings, through an independent Centralised Investment Proposition (CIP), and Discretionary Model Portfolio Services (MPS)... Our Model Portfolio Service (MPS) offers exclusive access to a diversified portfolio of funds, specifically targeting performance within Succession's mandate known as the ‘Succession Investment Parameters'. These parameters are meticulously crafted over 120 years of historical data, leveraging two benchmarks -..

Also known as: Succession Advisory Services

Registration numbers: 06711051 (CH), 510054 (W)

Primary location: Plymouth United Kingdom