0117 295 0031
Based in Bristol
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jin's status
Last checked: 12 April 2025
Jin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jin's status
4
Recent Client Reviews
Jin has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jin has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 August 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Jin has not yet added their qualifications to their profile
Transparent Fees
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Jin has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jin's status
Last checked: 12 April 2025
Jin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jin's status
4
Recent Client Reviews
Jin has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jin has received 4 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 August 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Jin has not yet added their qualifications to their profile
Qualifications not yet added
Jin has not yet added their qualifications to their profile
Transparent Fees
Jin has not yet added their fees to their profile
Fees not yet added
Jin has not yet added their fees to their profile
As a Financial Planner I assist my clients to realise their financial goals/objectives, through holistic financial planning (looking at the bigger picture). How do I do this? Importantly, by listening and understanding my clients needs, which allow me to provide a comprehensive financial planning solution and wealth management advice. It’s about building trust and long term relationships with my clients, watching them achieve their goal of early retirement, making their investments work harder for them, sending their children to university, the purchase of a new home and protection, in the event of a serious illness or death. I do this by meeting with my clients on a face to face basis, where possible. During the Covid years, meetings were held via the medium of Microsoft Teams, Facetime, or Zoom. I still continue to hold online meetings at the request of my clients. When I am not working, I spend time with my family. My wife and I have been married for 25 years and we have 2 wonderful children, Daughter studying Economics at university and my Son working his way through his GCSE's. I am also a level 1 football association coach, coaching a local under 16's side, which I have done for the past 10 years. It keeps me active and on my toes
Offers available through VouchedFor
Contact Jin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Jin's clients
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.