0330 038 8938
Based in Salisbury
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FCA status: Certified by Firm
Alice is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alice's status
Last checked: 22 April 2025
Alice is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alice's status
7
Recent Client Reviews
Alice has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alice has received 7 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: 14 May 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
Alice has not yet added their qualifications to their profile
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Alice has not yet added their qualifications to their profile
Transparent Fees
Alice has not yet added their fees to their profile
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Alice has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alice is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alice's status
Last checked: 22 April 2025
Alice is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alice's status
7
Recent Client Reviews
Alice has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alice has received 7 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: 14 May 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
Alice has not yet added their qualifications to their profile
Qualifications not yet added
Alice has not yet added their qualifications to their profile
Transparent Fees
Alice has not yet added their fees to their profile
Fees not yet added
Alice has not yet added their fees to their profile
Alice started her Financial Services career at Skandia prior to working for a Financial Adviser and Discretionary Fund Manager in London. Alice moved to JCF Financial Services based in Winchester in 2013, Alice worked at JCF for over 9 years until 2022 when JCF was acquired by Succession Wealth. Alice believes in building strong client relationships by creating robust financial plans to help clients achieve future goals. I live in the New Forest where I enjoy keeping fit and active by spending my free time horse riding, running and walking.
£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).
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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.