Don’t go near this untrustworthy organisation. They break the law on not ending charges when they should and wriggle out of absolutely every responsibility. They care not about the customer, only a... Ver mais
A empresa respondeu
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Leia as opiniões dos outros
Very efficient team looking after my investments. Annual review is also beneficial and makes you look at things in a very busy world.
A empresa respondeu
Adrian Kemp from Succession has supported me every step of the way. I’ve been working with him for over 10 years, and he’s guided me through every major financial decision during that time. Thanks to... Ver mais
A empresa respondeu
Great people , who are dedicated to you and your finances , while at all times showing a true personal interest in your life plan. As a long term customer I can never think of anything that I have be... Ver mais
A empresa respondeu
Informações sobre a empresa
- Empresa de planeamento financeiro
- também em
- Consultor financeiro
- Fornecedor de planos de poupança reforma
- Serviço de investimentos
Escrito pela empresa
The trusted home of independent financial advice. We partner with individuals, families and business owners who want more than just financial guidance – they want clarity, confidence, and a trusted relationship for the long term. With a nationwide network of highly qualified wealth planners, we offer financial planning tailored to your ambitions, not just your assets. Our planners can support you with a wide range if financial needs, including retirement planning, financial protection, cashflow modelling and planning a legacy. Our approach is centred around understanding your individual circumstances, plans and ambitions before creating a financial roadmap designed around what matters most to you. We work with clients across the UK to build valuable relationships, providing ongoing financial guidance as their circumstances and priorities evolve. Whether you’re preparing for retirement, planning a legacy, or seeking greater financial freedom, we can help you make informed financial decisions and enjoy the life you’ve worked hard to build. At Succession Wealth, we aim to give you greater confidence in your financial future through clear, personalised and independent financial advice. 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 and Wales at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number 07882611.
Informações de contacto
60 Church Street, B3 2DJ, Birmingham, Reino Unido
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
Ready for a conversation?
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432 opiniões
Pede aos clientes que escrevam opiniões
Esta empresa convida os seus clientes a escrever opiniões, sejam estas positivas ou negativas
Respondeu a 83% das suas opiniões negativas
Geralmente responde em 48 horas
Como esta empresa usa o Trustpilot
Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.
Visit from Mark Alder from Succession
Mark from Succession visited me for my financial review. (June 2024)
I find Mark informative, easy to talk with and happy with his suggestions and his advise is always welcome. Sorry for late response in completing my experience feedback.
Mel Williams.
9 de junho de 2024
Resposta da Succession Wealth
Thank you for taking the time to leave us a review. We'll pass on your comments to Mark.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
Financial Review
Excellent communication of our position and recommended actions.
26 de agosto de 2024
Resposta da Succession Wealth
We are delighted to hear that you were pleased with our recent meeting.
Thank you for taking the time to leave us a review.
Many thanks
Succession experience
David Mahood is our Succession representative, who explains all we need to know in terms we can understand. David is a lovely guy who has our trust, which is, clearly, extremely important for us.
21 de agosto de 2024
Opinião espontânea
Resposta da Succession Wealth
Thank you for taking the time to leave us a review. We'll pass on your comments to David.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
Excellent
Excellent, professional, timely and pleasant service. Met all my expectations. Thank you.
20 de agosto de 2024
Opinião espontânea
Resposta da Succession Wealth
Thank you for taking the time to leave us a review.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
My experience over two years.
My dealings with Succession fall into three distinct phases:
1) After they took over my previous financial planning company, the integration didn’t go smoothly at all as those involved had far too much on their plate to deal with. 2 to 3* during this period.
2) My financial planner left the company and I was assigned someone else. This person made no contact with me whatsoever over a period of about 7 months. Truly awful service by Succession and if I could they would get 0*!
3) I eventually had to contact my planner to get something done within the relevant tax year. Something then happened (don’t know what) and I was assigned a different planner who did get in touch, was very helpful and things improved drastically.
Given that Succession are in the process of redeeming themselves, I would currently rate them overall as 3*.
1 de agosto de 2024
Resposta da Succession Wealth
We always aim to provide a high standard of service and are sorry to hear that you are disappointed.
Please email us at hello@successionwealth.co.uk with your contact details and we will be in touch to discuss further.
Many thanks
Annual Planning Meeting
Options explained clearly at our annual planning meeting. In depth report received with recommendations. Our wealth planner was happy to clarify and explain any further issues we may have.
17 de maio de 2024
Resposta da Succession Wealth
Thank you for taking the time to leave us a review.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
The staff at the Bristol office of Succession Wealth
The staff at the Bristol office of Succession wealth are excellent. They are very knowledgeable, efficient and polite. I have every confidence in their ability to provide me with the best financial advice.
20 de março de 2024
Resposta da Succession Wealth
Thank you for taking the time to leave us a review.
We are delighted to hear that you have had a positive experience - we'll pass on your comments to the team in Bristol.
Many thanks
Advisor is really helpful and wise…
Advisor is really helpful and wise acting in our interest
25 de julho de 2024
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
Really like my financial advisor
Really like my financial advisor. He is very helpful.
5 de agosto de 2024
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
Resposta da Succession Wealth
Thank you for taking the time to leave us a review.
We are delighted to hear that you have had a positive experience and are happy with our service.
Long-term relationship with…
Long-term relationship with professional advisor who we trust and respect. This is fundamental.
5 de agosto de 2024
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
Seamless and efficient……
We needed to cash in a couple of investments and the process was so straightforward and efficiently dealt with by Succession ….. thank you
26 de junho de 2024
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
Excellent Financial Organisation
Very good organisation who keep me fully informed especially with changes to my investments and pensions. Their advice has always been prompt to ensure my money continues to work for me.
3 de agosto de 2024
Resposta da Succession Wealth
Thank you for taking the time to leave us a review. We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Mark Allder is a true gentleman who gives me total confidence of where my investments are performing he shows me possible projection of what my pension can achieve. (He is a true professional)
My wealth planner (Mark Allder)
3 de agosto de 2024
Resposta da Succession Wealth
We aim to provide a high standard of service and are delighted to hear that you have had a positive experience.
We will pass on your comments to Mark, thank you for taking the time to leave a review.
Many thanks
Very professional
Very professional, took time to listen to our wants and needs. Would highly recommend.
1 de junho de 2024
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
It was just an annual review conducted…
It was just an annual review conducted in a professional manner
28 de junho de 2024
Resposta da Succession Wealth
We are delighted to hear that you have had a positive experience and are happy with our service.
Thank you for taking the time to leave us a review.
Many thanks
Giving financial reassurance
We are reassuringly aware that our adviser is highly qualified and always to answer any financial queries that we may have concerning our investment. The financial summaries that are provided by Succession Wealth give a useful indication of how the country's economy affects our investments.
2 de agosto de 2024
Resposta da Succession Wealth
Thank you for taking the time to leave us a review. We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
I've been through a challenging time…
I've been through a challenging time and Keith has been there with me, all the way - he made what happened so much easier - sound and sensible advice that looks after me.
2 de agosto de 2024
Resposta da Succession Wealth
We aim to provide a high standard of service and are delighted to hear that you have had a positive experience.
We will pass on your comments to Keith, thank you for taking the time to leave a review.
Many thanks
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