Succession Wealth  Opiniões 

My friend moved on from succession who managed my portfolio. The person who took over left and for months was not told. I only found out when I ask about my review. I was then assigned another adviser last Feb. Then in September I found out she was being moved to London office and again no communication. Was assigned third consultant to this date haven’t met. That person posted my financial information through my glass porch with all my financial information in it. I was so disappointed and have started to look for new representation as horrible customer experience and feel they are not interested in my investments. Have over £200k invested and when stated I was moving possibly away I got an email back from advisor saying anything he could do to help. No asking why or what he could. The person who moved to London who was helping has continually blanked me emails also. I find it outstanding succession wealth are happy to let a £200k client move and not even ask why.

Successions is EXTREMELY intrusive completely ignoring repeated requests to concentrate only on our investment portfolio

Mike Fryers knowledge and expertise

My Financial Advisor is very trustworthy, competent and able. He explains things well and offers good advice. I feel my affairs are safe in his hands.

Excellent communication from Nikki making a complicated process easy
Thanks Nikki

As I was in the process of a divorce, I engaged a Financial Advisor to review my options, arrange mortgages, etc.
The service was swift and excellent at a time when I needed it.
Since then my interactions with Marc have been pleasant and fruitful as well as professional.
I thoroughly recommend Marc and Succession. Well done guys.

This was our first meeting with our new FA as Jim our previous FA retired. Louis made us feel very comfortable and explained everything clearly and concisely a very positive First interaction

always having time to answers questions, and explain plans for year, very helpful,

Very encouraging & informative annual review for my wife & I with our financial advisor Ben Adelsbury. This was our first experience with Succession & Ben made us feel very comfortable. As usual Ben gave us excellent financial advise & I would thoroughly recommend his & Succession services & advise. I feel confident Ben will look after us with his advise & experience in our retirement.

For the last three years my pension was affected by the economic climate, Covid and recently by the Ukrainian war. I knew I needed to change to a new pension provider, this was very daunting. I contacted Succession Wealth and was introduced to Marc Holden. He was professional, knowledgeable, an expert at pensions, punctual for online meetings, kind and friendly.
I knew I could trust his expert advice which he explained in the language I could understand. He took the time to explain any questions I had. I now have A Pension Portfolio, Pre Retirement policy with a different provider. I look forward to working with Marc for many years to come as I will be reviewing my pension policy with him on a yearly basis or more often if I require any guidance or advice.
It was also such a pleasure to receive emails from Nadine Padmore (Client Delivery Lead Head at Succession Wealth)
Many thanks for your exceptional service Marc.

Marc Holden has provided exceptional service and comprehensive advice to secure the best financial deal for me. Despite the complexity of my financial situation, he has considered all aspects and provided me with a range of options tailored to my specific needs.

Throughout the process, he demonstrated a deep understanding of the mortgage market and was able to guide me through the complexities of the application process with ease. He was always available to answer my questions and offered valuable insights into the various mortgage products available to me.

Overall, I was extremely impressed with his level of professionalism and expertise. I highly recommend Marc to anyone seeking comprehensive and personalized advice on their mortgage options.

It was very interesting

Amazing service to change mortgage product with sucession wealth. Marc Holden has been my financial advisor for 12 years now, and always listens to my needs in order to give expert advice. Marc made this process painless and stressfree. I was very worried this time around that my mortgage was going to increase considerably, as the prediction for the end of my fixed rate doubled my monthly payments. Marc was able to find a great deal which was affordable. Thank you

Marc Holden has been our trusted family financial advisor for more than five years, and his guidance has been invaluable. From day one, Marc has demonstrated exceptional knowledge and a genuine commitment to steering us in the right financial direction. Thanks to his expertise, we were able to secure a mortgage that not only fit our budget but also allowed us to purchase the perfect home for our family.

Marc's ability to explain complex financial matters in clear and thorough detail has been instrumental in helping us make informed decisions about our finances. Under his guidance, we not only obtained a great mortgage but also put in place life insurance and developed a solid savings plan for the future.

Recently, Marc assisted us in submitting our re-mortgage application, and he exceeded our expectations by securing a better rate than we had anticipated. His dedication to achieving the best possible outcomes for his clients is truly commendable.

In addition to his professional expertise, Marc's friendly and approachable nature makes working with him a pleasure. He is not only the best financial advisor we have ever worked with but also a genuinely great person. Thank you, Marc, for your continued support and guidance. We truly appreciate it!

Great Company,Marc Holden explained every detail that we neede to be aware of with regards to our Pensions.

Very useful meeting. All my queries were answered and we had a full discussion about my finances. I feel confident that Succession Wealth will look after me well.

Your representative was helpful ,polite and informative. He was able to answer all of my questions and explained in detail the things which I did not understand. I look forward to next year with pleasure

Just so good to speak with our advisor and have our queries answered and keep our investment plans on track

Andy was very helpful as always and talked us through the annual review of our investment portfolio very clearly.