Succession Wealth
Eleanor McLaughlan is an experienced professional in the financial services industry, currently serving as a Quality Manager at Succession Wealth since September 2024. Prior to this role, Eleanor held positions including Technical Paraplanner at Advanta Wealth Ltd, Senior Compliance Consultant at Compliance First, and Para Planner at D2 Financial Solutions (UK) Limited. Eleanor also has substantial experience as a Senior Paraplanner at 1825 Financial Planning and as a Senior Support Manager/Paraplanner at Munro Partnership Ltd, where a Diploma in Personal Financial Services (DipPFS) was earned. Earlier career roles include Financial Advisor at The Co-operative Banking Group and Manager at H Samuel Jewellers. Eleanor's education took place in Kilwinning from 1977 to 1982.
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Succession Wealth
Since 2009, our teams of independent Wealth Planners have delivered high-quality advice to thousands of clients throughout the UK. 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 build relationships that last longer than a lifetime and are proud to provide advice across generations. At Succession Wealth, we know that the path to financial wellbeing is different for everyone. That’s why we tailor our services around your needs, aspirations and dreams. Wherever you are in your journey, we’ll work with you to help you gain clarity on what’s important to you, build your individual financial plan, and provide you with the ongoing peace of mind and confidence that you’re on the right track. Our clients rely on us to help them feel financially secure, confident and independent. 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. The content is for general information only and does not constitute advice. The content was accurate at the time of writing. Whilst information is considered to be true and correct at the date of publication, changes in circumstances, regulation and legislation after the time of publication may impact on the accuracy of the articles mentioned.