Succession Wealth
Rafa Hernandez APFS is a seasoned finance professional with extensive experience in financial planning and paraplanning. Currently serving as a Senior Paraplanner at Succession Wealth since March 2022, Rafa previously held the position of Paraplanner at Investment Solutions Wealth Management Limited from October 2013 to March 2022 and worked as a Technical Sales Assistant at Bluefin from July 2012 to October 2013. Earlier in the career, Rafa gained foundational experience as a Private Banking Admin Assistant at Lloyds Banking Group between February 2008 and July 2012. Educational qualifications include an Advanced Diploma in Financial Planning and multiple certifications from The Chartered Insurance Institute, highlighting expertise in various financial disciplines, along with a Bachelor of Business Administration in Finance, Marketing, and Accounting from Universitat d'Alacant.
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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.