0330 038 8941
Based in Exeter
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: July, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Vasilis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Vasilis's status
Last checked: 02 April 2025
Vasilis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Vasilis's status
12
Recent Client Reviews
Vasilis has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Vasilis has received 12 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: 01 July 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
Vasilis has not yet added their qualifications to their profile
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Vasilis has not yet added their qualifications to their profile
Transparent Fees
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Vasilis has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Vasilis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Vasilis's status
Last checked: 02 April 2025
Vasilis is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Vasilis's status
12
Recent Client Reviews
Vasilis has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Vasilis has received 12 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: 01 July 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
Vasilis has not yet added their qualifications to their profile
Qualifications not yet added
Vasilis has not yet added their qualifications to their profile
Transparent Fees
Vasilis has not yet added their fees to their profile
Fees not yet added
Vasilis has not yet added their fees to their profile
Vas Panteli - "Specialising in people for over 20 years". I have considerable experience in wealth planning and financial services. I pride myself on building long lasting working relationships with my clients as this enables me to truly understand my clients’ financial wants and needs. I am a true advocate for holistic financial planning, as this helps ensure that my clients can fully enjoy their desired lifestyle, without the fear of running out of money! I am married with three young sons, and enjoy spending as much of my free time with my family as possible.
Offers available through VouchedFor
Contact Vasilis 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 Vasilis's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
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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.