Company Information

Get to know Wealth Horizon

Wealth Horizon is the direct-to-consumer brand and trading style of Succession Financial Management Limited, which is part of the Succession Wealth group, acquired by Aviva in 2022. The company aims to simplify financial planning and investing for UK residents by combining digital tools with professional financial advice. They provide services for managing a range of investment products, including Stocks & Shares ISAs, General Investment Accounts, and pensions, with a focus on helping clients achieve their long-term financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Horizon

United Kingdom

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.