0330 038 8938
Based in Malton
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Jerry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jerry's status
Last checked: 09 April 2025
Jerry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jerry's status
Recent Client Reviews
Jerry has not received any client reviews in the past 12 months
Jerry has not received any reviews in the last 12 months
Jerry 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: 18 September 2023
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.
2
Qualifications Uploaded
Jerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jerry has provided information on their typical fees
Jerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jerry (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Jerry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jerry (based on 9 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jerry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jerry's status
Last checked: 09 April 2025
Jerry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jerry's status
Recent Client Reviews
Jerry has not received any client reviews in the past 12 months
Jerry has not received any reviews in the last 12 months
Jerry 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: 18 September 2023
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.
2
Qualifications Uploaded
Jerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Jerry has provided information on their typical fees
Jerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jerry (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Jerry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jerry (based on 9 first impressions)
In a career of nearly 28 years in Finance I've acted for individuals, families, businesses, charities and trusts to provide Financial Planning, Wealth & Investment solutions. My career has encompassed Independent Financial Advisers & Private Banks across Yorkshire and the North East. My clients have ranged from small business owners & lottery winners to city professionals and partners in major Legal and Accountancy practices. There's no such thing as a typical client. Outside of work I spend time with my family, a hard task with one having just finished University and a second time around 7, going on 25, year old. My real passion though is sport, motorsport especially, I attend Le Mans every year, and occasionally get on circuit myself, as well as Rugby, being lucky enough to get to the World Cup final in 2007, and football, albeit Newcastle United, but to coin a phrase better days are coming.....
Offers available through VouchedFor
Contact Jerry through VouchedFor and your initial 30 minute 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 Jerry's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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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.