Offering Investment Matrix, Platform and Model Portfolio Services for Financial Planners.
The Succession Investment Matrix
Our Investment Matrix delivers a comprehensive risk-controlled framework, facilitating a consistent and cohesive investment strategy. It offers investment solutions provided by leading global fund management houses and specialist niche investment managers.
Our Matrix has been developed in conjunction with independent risk and research specialists – Rayner Spencer Mills Research – to create an optimum solution; founded on significant academic research, emphasising strategic asset allocation, diversification, strict cost control and automated portfolio rebalancing.
The Succession Model Portfolio Service (MPS)
Our MPS offers exclusive access to a diversified portfolio of funds chosen, maintained, and monitored by our trusted investment partners. Our solutions are tailored to our client’s specific investment objectives, their risk appetite and the assumptions that underpin their financial plans, giving them the peace of mind that their investments are in the best hands.
The Succession Investment Platform
Our Platform brings a client’s portfolio together in one place, secure and online. So, for example, instead of pension information being held by one company and ISA details by another, it’s all held together, along with the other elements that make up the client’s portfolio.
The Succession Investment Platform is straight forward, accessible, and secure.
Succession Advisory Services is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL. Registered Number: 06711051. Succession Advisory Services is authorised and regulated by the Financial Conduct Authority. Registered no: 510054.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 60 Church Street, Birmingham,b3 2dj,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- successionadvisoryservices.com
- Keywords
- Model Portfolio Services, Market-leading platform strategy, Centralised investment proposition.
- HQ
- Birmingham
- Competitors
- Succession Wealth, BANKFIN CONSULTANCY & SERVICES GAURAV CHOUDHARY FOUNDER & CEO, Asian Canadians Association Ottawa, Succession Employee Benefit Solutions Ltd, Impact Finance Consulting, Coloma Wealth Management Llp, TCM Financial Services, Triton Consulting, Succession Financial Management, Coindex Capital.
Succession Advisory Services Ltd Questions
Succession Advisory Services Ltd's website is successionadvisoryservices.com
Succession Advisory Services Ltd's LinkedIn profile is https://uk.linkedin.com/company/succession-advisory-services-ltd
Succession Advisory Services Ltd has
14 employees.
View email and phone details for 14
employees at Succession Advisory Services Ltd.
Succession Advisory Services Ltd's industry is
Financial Services
Succession Advisory Services Ltd's top competitors are
Succession Wealth,
Bankfin Consultancy & Services Gaurav Choudhary Founder & Ceo,
Asian Canadians Association Ottawa,
Succession Employee Benefit Solutions Ltd,
Impact Finance Consulting,
Coloma Wealth Management Llp,
Tcm Financial Services,
Triton Consulting,
Succession Financial Management,
Coindex Capital.
Succession Advisory Services Ltd's categories are Financial Services
Succession Advisory Services Ltd's founding year is 2009
