Succession Wealth  レビュー 

I had my annual review with my wealth planner from Succession Wealth. He always takes time to thoroughly discuss my portfolio and advise me regarding my investments.
Apart from my annual review, he is also always available on the phone to discuss any questions I may have,

Time spent to explain recent trends and think about future actions.

I am very happy with the information provided by my advisor Jane, she explains things carefully ensuring I understand how my investments are working and what my returns may be

Info on gifting and inheritance tax v. clear. Thanks

Andy always has the information to hand, he explains any queries in an understandable way & we are completely trusting on all decisions made on our behalf.

My advisor as always makes a hard deal easy to understand in simple words and format

A reliable and trustworthy company … I’m very pleased to be investing with them .

Consistently lost me money over a prolonged period.

Very good, Ian was efficient and organised and well prepared for the meeting

Jake and Simon listened to my every need and they were very imformative. Received clear and concise information which was most welcome. Speedy responses. Called me back as requested. Excellent service. Thank you.

The service we've received is excellent; its a pity that since we've made our investment the stock market hasn't outperformed the fees. Hopefully that will improve.

The Advisor is always courteous and helpful. He listens to our requirements and offers sound advice.

A positive experience from the start with welcoming staff and nice environment.
Neil, my advisor, listened to my reasons for being there. He explained the options the company has for their clients by way of information gathering, meetings through to proposals. After gathering relevant information and meeting up to discuss where we were in the process, Neil suggested a proposal for the way forward. He sent me the information and gave me time to go over it.
All through my experience, so far, Neil explained the situation clearly. At no time did I feel under pressure.
I would recommend Succession Wealth if you’re looking for financial advice.

Andy Hill at Succession Wealth has given me great financial advice over many years to plan my retirement and I am on track as my initial plans hoped. He is professional but he speaks to me in terms that I understand during our annual review meetings. Between meetings I know I can message him any time to ask for advice and he updates me with anything I need to know. Due to his help and patience I feel my money is safe and secure, especially through a couple of rocky years. I would not know how to manage my money or get the most from it without the help of Andy so I thank him very much and would recommend him if you need help with financial planning for the future.

New to the company due to a merger and first communication was an email that looked like a scam hoax saying my details had been hacked!
I had to check with the person who had dealt with my affairs for years without any problems that this was for real- but small is beautiful and large is vulnerable it seems.
Prompt action by Succession for an alert if I was compromised did not make up for the disappointment and dismay of this situation.

Excellent service from Ian & Sarah

The Review with our IFA was as always a friendly positive experience. It’s good to have continuity when dealing with something of such importance. The summary notes were a full and accurate reflection of the review and the actions going forward have been enacted or in their early stages . Overall very satisfied.

I have been with Succession for many years and over most of this time was happy until a year ago when we discovered that our investments had fallen considerably. Then after a very unsuccessful change of advisor Elise has come on board and to date we feel we can trust her financial advice

I chose to have a meeting online which was easier than travelling to the office. During the meeting I received clear guidance on my options with opportunity to ask questions if necessary.