SUCCESSION ADVISORY SERVICES LIMITED
Updated 68 days ago
Private Limited Company
- Active - 06711051 (CH)
- Age: 17 years
- ID: 26985111/99
Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL
• 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)