0238 115 9939
Based in Eastleigh
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FCA status: Certified by Firm
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Last checked: 26 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
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: 24 April 2025
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.
8
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with David
75% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Last checked: 26 April 2025
David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status
Recent Client Reviews
David has not received any client reviews in the past 12 months
David has not received any reviews in the last 12 months
David has not received any client reviews in the past 12 months
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: 24 April 2025
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.
8
Qualifications Uploaded
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
David has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
David has provided information on their typical fees
David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
75% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 first impressions)
75% of users who are not yet clients had a positive first experience with David
75% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 4 first impressions)
Wealth of experience over 30 years of providing Independent Financial Advice. Left Uni to join Dodge City (DIY)as a Trainee Manager. Taken over by B&Q and moved to Head Office on Templars Way. Established a property rental portfolio then travelled world for 12 months. Scuba/surfing/exploring! Spent 3 days in Jakarta hospital on a drip - avoid the vegetable soup! Became a Financial Adviser for GA then HSBC, Aviva & Compass WM. Became MD and owner of Cassidy Coutts Donald Ltd IFA in Southwick. Family issues forced the sale and move to Succession. Retirement and Defined Benefit Pension Transfer Specialist Investment portfolios , Care Fees planning and Inheritance Tax planning. Member of the Society of Later Life Advisers (SOLLA) With regards Defined Benefit Pension transfers we only consider when you are within 5 years of retirement. Due to the Set Fees involved, transfer values of over £250,000 are preferred. We are obliged to charge a fee for the recommendation to transfer or indeed not to transfer. In view of this I will establish your overall position before any commitment is made. With regards Care Fees Planning , I was on the CAREWISE panel established by West Sussex County Council for 10 years and only after thorough professional and personal vetting had been undertaken! I live near Winchester, married with 3 children -Peter Symonds and Barton. ex Mary Rose Trust scuba diver and Trojans Hockey Well travelled, friendly and efficient.
Offers available through VouchedFor
Contact David 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 David'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.