Mark Dancer Dippfs Email & Phone Number

I work for Succession Group, The UK's fastest-growing Wealth Planning brand as a Wealth Planner.Succession Group provides rich and rewarding experiences for private and corporate clients, with tailored Wealth Planning solutions to achieve clients' financial goals and expectations 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 Customer Service, Business Strategy, Investments, Financial Planning, and 7 others.

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  Wealth Planner

  Succession Group Ltd

  Mar 1994 - Present