Richard Bradley-Peters, Chartered MCSI's Linkedin Analytics

Hello, and thank you for taking the time to read my profile. As Senior Compliance Manager, I am part of a team responsible for meeting the day-to-day regulations, including the systems, controls, and processes that our firm needs to meet and exceed in order to provide the best level of service to our clients. Succession Wealth is UK wide with over 200 Financial Wealth Planners, advising 20,000+ clients, delivering high-quality and personalised advice, and committed to helping people achieve more with their money. Our clients rely on us to help them feel financially secure, confident, and independent. We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We’ll work with them to help them gain clarity on what’s important to them, build their individual financial plan, and provide them with the ongoing peace of mind and confidence that they're on the right track. I joined Succession Wealth as my high standards of ethical and trustworthy behaviours, align with Succession’s, believing together, in high levels of professionalism, technical knowledge, client service delivery, ethical practice, and a “do the right thing” positive culture. I joined the LinkedIn community to reach out to people who want to invest their time, who want to be disciplined in planning for themselves, and for their family's financial future. https://www.successionwealth.co.uk/about-us