Succession Wealth | Wealth Planners

Our Wealth Planners

Adam O'Hara

Wealth Planner

Based in Truro

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Adrian Kemp

Wealth Planner

Based in Leicester

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Alex Brown

Mortgage Adviser

Based in Hemel Hempstead

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Alex Cummings

Chartered Wealth Planner

Based in Manchester

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Alex Johnston

Wealth Planner

Based in Warwickshire

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Alexandra Cheal

Associate Wealth Planner

Based in Truro

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Alice Shaw

Wealth Planner

Based in Winchester

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Alison James

Chartered Wealth Planner

Based in Edinburgh

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Alison King

Wealth Planner

Based in Sheffield

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Allen Ward

Wealth Planner

Based in Cumbernauld

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Alun Reed

Chartered Financial Planner

Based in Amersham and Swansea

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Andrew Barr

Wealth Planner

Based in Bristol

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Andy Hill

Wealth Planner

Based in Oxford

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Ashley Clarke

Chartered Wealth Manager

Based in Sheffield

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Barry Young

Wealth Planner

Based in Inverness

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Ben Addlesee

Chartered Financial Planner

Based in Nottingham

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Ben Adelsbury

Wealth Planner

Based in Plymouth

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Bhavisha Soni

Chartered Wealth Planner

Based in London Borough of Bromley and Amersham

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Cairn Smith

Wealth Planner

Based in Glasgow

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Caitlin Malone

Associate Wealth Planner

Based in Gourock

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Cameron Powell

Wealth Planner

Based in London

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Caroline Brewster

Wealth Planner

Based in Buckingham

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Christopher Grimes

Wealth Planner

Based in Rugby

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Colin Pennycook

Wealth Planner

Based in Tiptree

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Dale Wiseman

Wealth Planner

Based in Petersfield, Hampshire

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Daniel Chaplow

Associate Wealth Planner

Based in Harrogate

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Daniel Mellor

Wealth Planner

Based in Amersham

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Daniel Quiggin

Associate Wealth Planner

Based in Plymouth

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David Bebb

Wealth Planner

Based in Manchester

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David Butler

Chartered Financial Planner

Based in Eastleigh

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David Holdsworth

Wealth Planner

Based in Leeds

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David Hunter

Wealth Planner

Based in Chester

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David Mahood

Wealth Planner

Based in Kilmarnock

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Denica Arthur

Wealth Planner

Based in Bristol

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Dominic Sanzari

Associate Wealth Planner

Based in Birmingham

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Edward Cottington

Wealth Planner

Based in Norfolk

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Ehson Dejahang

Certified Wealth Planner

Based in Rickmansworth

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Elise Chester

Certified Financial Planner

Based in Southampton

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Elliott Rice

Wealth Planner

Based in Bristol

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Eoghann McPherson

Chartered Financial Planner

Based in Perth

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Fergus Muirhead

Certified Wealth Planner

Based in Glasgow

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Frankie Sutton

Wealth Planner

Based in Norwich

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Fraser O'Rourke

Wealth Planner

Based in Glasgow

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Gabriella Yates

Associate Wealth Planner

Based in Long Compton

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Gary Scanlon

Wealth Planner

Based in Glasgow

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Georgina Bennett

Chartered Wealth Planner

Based in Salisbury

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Gervase Lancaster

Wealth Planner

Based in Midland Counties

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Glynne Dunn

Wealth Planner

Based in South Hams

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Gordon Graham

Wealth Planner

Based in Falkirk

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Graeme Jenkins

Wealth Planner

Based in Balloch

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Graham Brodie

Chartered Financial Planner

Based in Stirling

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Graham Dove

Wealth Planner

Based in Biggleswade

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Hassan Zeb

Wealth Planner

Based in Ilford

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Hayley Burns

Wealth Planner

Based in Clydebank

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Hugo Clay

Chartered Financial Planner

Based in Hackney

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Ian Cuthbertson

Wealth Planner

Based in Glasgow

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Jake Quinn

Wealth Planner

Based in Salisbury

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James Graham

Wealth Planner

Based in Norwich

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James Pinckney

Wealth Planner

Based in Southampton

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James Tollefson

Chartered Wealth Planner

Based in Leeds

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Jane Wilkinson

Wealth Planner

Based in Harrogate/York/Leeds

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Jason Mills

Wealth Planner

Based in Plymouth

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Jay Gupta

Wealth Planner

Based in Manchester

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Jerry Sisk

Chartered Wealth Manager

Based in York

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Jin Hira

Wealth Planner

Based in Bristol

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Joe Dancer

Chartered Wealth Planner

Based in Cheltenham

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John Andrews

Wealth Planner

Based in Aylesbury

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John Armitage

Wealth Planner

Based in Bristol

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Jon Lee

Wealth Planner

Based in Plymouth

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Jon Noake

Chartered Wealth Planner

Based in Leeds

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Julia Keith

Wealth Planner

Based in Wokingham

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Katy Calvert

Wealth Planner

Based in Harrogate & Leeds

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Keith Barratt

Mortgage Adviser

Based in Bromley

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Keith Drysdale

Wealth Planner

Based in West Linton

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Keith Smithson

Wealth Planner

Based in Watford

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Kelly Anderson

Wealth Planner

Based in Kilmarnock

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Kenny McKay

Wealth Planner

Based in Glasgow

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Kevin Hilton

Wealth Planner

Based in York

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Kit Finney

Wealth Planner

Based in Winchester

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Louis Murray

Wealth Planner

Based in Edinburgh

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Lynn Vincent

Wealth Planner

Based in Kilmarnock

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Manny Bains

Wealth Planner

Based in Birmingham

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Marc Holden

Certified Financial Planner

Based in Coventry

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Marcus Stirling

Chartered Wealth Planner

Based in Barnet

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Mark Allder

Certified Financial Planner

Based in Coventry

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Mark Dancer

Wealth Planner

Based in Moreton-in-Marsh

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Mark Johnson

Certified Financial Planner

Based in Watford

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Mark Lambert

Wealth Planner

Based in Ferndown

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Mark Rogers Chartered MCSI

Chartered Financial Planner

Based in Solihull

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Mark Walsh

Wealth Planner

Based in Marlow

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Mark Warner

Wealth Planner

Based in Maidenhead

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Matt Morton

Associate Wealth Planner

Based in Brackley

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Matthew Danks

Wealth Planner

Based in Lymington

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Michael Ageev

Chartered Financial Planner

Based in St Albans

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Michael Fowler

Chartered Financial Planner

Based in Chichester and Guildford

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Michael Johns

Chartered Wealth Planner

Based in Norwich

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Michael O'Reilly

Chartered Wealth Planner

Based in Amersham

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Michael Stewart

Wealth Planner

Based in Edinburgh

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Neil Osborne

Chartered Wealth Planner

Based in Amersham

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Neil Stevens

Wealth Planner

Based in Hertfordshire

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Nick Barraclough

Wealth Planner

Based in Harrogate

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Nick Wadeson

Wealth Planner

Based in Leeds

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Nick Wheatley

Wealth Planner

Based in York

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Nick Yates

Certified Wealth Planner

Based in Midlands

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Nigel Chaplin

Wealth Planner

Based in Plymouth

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Paul Derbyshire

Chartered Financial Planner

Based in Bedford

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Paul Langley

Wealth Planner

Based in Leicester

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Paul McLean

Wealth Planner

Based in Salisbury

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Paul McMullan

Wealth Planner

Based in Bristol

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Paul Smith

Chartered Financial Planner

Based in Halifax

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Peter Andrews

Wealth Planner

Based in Hartlepool

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Peter Angell

Wealth Planner

Based in Cranbrook

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Philip Allen

Wealth Planner

Based in Coventry

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Philip Moss

Wealth Planner

Based in Bury

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Richard Dieppe

Wealth Planner

Based in Wokingham

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Richard Mills

Wealth Planner

Based in Leeds

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Richard W Lord

Chartered Wealth Planner

Based in Leeds and York

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Robert Earle

Associate Wealth Planner

Based in Leeds

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Robert MacDonald

Chartered Financial Planner and Certified Financial Planner

Based in Gourock

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Robert Simpson

Chartered Financial Planner

Based in Ilkley

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Roddy MacLeod

Wealth Planner

Based in Dingwall

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Rory Cooper

Associate Wealth Planner

Based in Leamington Spa

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Russell Kilby

Wealth Planner

Based in Bicester

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Scott Covington

Wealth Planner

Based in Luton

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Sean Rebbetts

Chartered Financial Planner

Based in Birmingham

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Shonna Graham

Certified Wealth Planner

Based in North Lanarkshire

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Simon Horner

Wealth Planner

Based in Oswestry

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Simon Wells

Certified Wealth Planner

Based in Truro

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Sophie Walkingshaw

Wealth Planner

Based in Midlothian

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Stephen Graham

Wealth Planner

Based in Ringwood

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Steve Johnstone

Wealth Planner

Based in Glasgow

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Steve Penniston

Wealth Planner

Based in Oxford

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Stuart Crandle

Chartered Wealth Planner

Based in Liverpool

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Sunny Sharma

Wealth Planner

Based in Loughborough

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Tim Atkin

Certified Wealth Planner

Based in Harrogate

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Tim Bartley

Chartered Wealth Planner

Based in Birmingham

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Toby Hill

Certified Wealth Planner

Based in Eastbourne

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Tom Banks

Chartered Associate Wealth Planner

Based in Birmingham

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Vas Panteli

Certified Wealth Planner

Based in Exeter

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Warwick Ivel

Wealth Planner

Based in York

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Willem Law

Wealth Planner

Based in South Yorkshire

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