Financial Adviser
CurrentMy responsibilities are advising on a range of financial products and giving on-going reviews to make sure they still fit the clients needs
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Alan Workman is listed as Financial Adviser at The Succession Group at Succession Group Ltd, a company with 379 employees, based in Greater Plymouth Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alan Workman.
Alan Workman previously worked as Financial Adviser at Succession Group Ltd and Financial Adviser at Westpoint Financial Consultants. Alan Workman studied at Headlands.
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I work for Succession Group, the UK's fastest growing Wealth Planning brand as a Financial Adviser.Succession Group provides rich and rewarding experiences for private and corporate clients, with tailored Wealth Planning solutions to achieve clients financial goals and experience throughout each stage of their life.Succession Group shares a powerful and privileged connection with more than 17,000 clients who have chosen to engage with our award winning services, and benefit from our innovative solutions. Over £10.5bn is entrusted to our specialist Wealth Planners and Advisers. Key to this are the principles of value, trust and excellence.We have 20 offices, and more than 200 staff nationwide. We are also the only Wealth Planning business to control and own all of the services and solutions that are essential to deliver a true, end-to-end Wealth Planning solution.
Listed skills include Financial Services, Retirement Planning, Financial Planning, Financial Analysis, and 2 others.
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Plymouth, United Kingdom
My responsibilities are advising on a range of financial products and giving on-going reviews to make sure they still fit the clients needs
Manchester, United Kingdom
Other employees you can reach at successionwealth.co.uk. View company contacts for 379 employees →
Stuart Volrath Dippfs
Colleague at Succession Group Ltd
Greater Sheffield Area, United Kingdom
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Kai Quailey
Colleague at Succession Group Ltd
West Midlands, England, United Kingdom, United Kingdom
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MD
Mark Dancer
Colleague at Succession Group Ltd
Evenlode, England, United Kingdom, United Kingdom
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MD
Mark Dancer Dippfs
Colleague at Succession Group Ltd
Cheltenham, England, United Kingdom, United Kingdom
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AB
Andrew Barker
Colleague at Succession Group Ltd
Newark-On-Trent, England, United Kingdom, United Kingdom
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SH
Steve Hopkins
Colleague at Succession Group Ltd
United Kingdom, United Kingdom
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BS
Bhavisha Soni
Colleague at Succession Group Ltd
United Kingdom, United Kingdom
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EM
Eileen Mcculloch
Colleague at Succession Group Ltd
Falkirk, Scotland, United Kingdom, United Kingdom
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SK
Sahira Karolia
Colleague at Succession Group Ltd
Batley, England, United Kingdom, United Kingdom
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SC
Sue Clare
Colleague at Succession Group Ltd
Woodley, England, United Kingdom, United Kingdom
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Quick answers generated from the profile data available on this page.
Alan Workman works for Succession Group Ltd.
Alan Workman is listed as Financial Adviser at The Succession Group at Succession Group Ltd.
Alan Workman is based in Greater Plymouth Area, United Kingdom, United Kingdom while working with Succession Group Ltd.
Alan Workman has worked for Succession Group Ltd, Westpoint Financial Consultants, and Co-Operative Insurance.
Alan Workman's colleagues at Succession Group Ltd include Stuart Volrath Dippfs, Kai Quailey, Mark Dancer, Mark Dancer Dippfs, and Andrew Barker.
You can use AeroLeads to view verified contact signals for Alan Workman at Succession Group Ltd, including work email, phone, and LinkedIn data when available.
Alan Workman studied at Headlands.
Alan Workman is listed with skills including Financial Services, Retirement Planning, Financial Planning, Financial Analysis, Wealth Management, and Insurance.
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