Stephen Johnstone Email & Phone Number

Succession Wealth are a successful growing business, providing independent and impartial financial planning advice. We are professional and highly ethical, with our clients being at the centre of all that we do. we pride ourselves on our "can do" culture, which manifests itself in our excellent client service and client retention.As a business we are in the top 1% of the IFA market and are well capitalised and profitable. We have a highly qualified and dedicated support team, backed by a high level of technological support and investment into IT solutions.We have a strong regional structure, providing high quality holistic advice across the UK, backed by a very competitive proposition.I have 48 years of experience in Financial Services, 11 of which were with Pannells Financial Planning before the acquisition by Succession Wealth. I deal with a range of clients and particularly enjoy building long term relationships, with the advice I provide now spanning several generation.

Listed skills include Wealth Management, Sales, New Business Development, Retirement Planning, and 8 others.

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  Glasgow College Of Technology ( Glasgow Caledonian University)

  Acii