Gervase Lancaster

Wealth Planner


Diploma in Financial Planning (DipPFS)


Gervase has worked as Financial Planner for 30 years, 4 of which have been in association with Succession. He is a Pension Transfer specialist and also specialises in Retirement Planning, Estate Planning; Investment and Wealth Preservation. Gervase and his team work from the Birmingham office.

"Outside Succession I engage in non-exec work: Park Running, cycling, skiing, clay pigeon shooting, hockey umpiring and hopefully assisting at the Commonwealth Games."

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