Succession Wealth  レビュー 

My Succession Wealth financial advisor, Jake Quinn, is excellent: highly professional yet quickly able to put you at your ease, he takes a 360-degree approach to wealth and pension planning. Very knowledgeable, approachable and easy to communicate with, in my experience Jake is someone you can completely trust to give you the right advice for you, and in a way that is easily understandable and actionable.

We have known Marc Holden our financial advisor for over 10 years. Our meeting on Tuesday 17.12.24 was informative, concise and extremely helpful. Marc has a way of explaining things in a way that makes you feel that you have a high level of knowledge and understanding. I came out of the meeting feeling up to date with our account and next steps for the future.

It was good to put a face to the name of our new advisor. Keith Drysdale was very professional and helpful in our meeting and had a genuine knowledge of our best interests.

Planner Mark Allder is very experienced, personable and provides expert help and guidance to my current / future wealth planning.

We have had a very positive experience with our wealth planner Mark Allder at Succession. Everything is explained in clear detail with any questions asked. I can't recommend Succession enough a very easy ride from start to finish. Thank you.

Very happy with my planner. Just had a very detailed annual meeting. Very knowledgeable and extremely helpful.

they were helpful and understanding. appeared to have good knowledge of their subject

Advisor was very through and provided a detailed account of our meeting

Good communication, professional help and advice.

Information was well laid out and helpful. I have made a note of the various contacts should the need ever arrise.

I felt as though they really listened to my needs. They dealt with the management of funds sympathetically after a recent bereavement and have been incredibly helpful. I love how calls are dealt with immediately and find the service proactive and honest.

Again Mark allder was excellent in his annual review from presentation to giving advice and dealing with my pension

Informative with indepth knowledge explained with clarity.

My advisor is helpful and explains everything very well.
I trust his advice.
The company keep me well informed throughout the year.
Any changes are talked rwith me well in advance.

Initially I liked their independence but following the takeover a lot of the original planners and associates left the business which put huge stress and demand on the remaining personnel. As a result service dropped and communication was very poor and has struggled to recover from this event. Investments over the last 5 years have underperformed vs the alternative opportunities available elsewhere and it's been difficult to develop the type of relationship I had envisaged

GROWTH OF PORTFOLIO AND TRUST IN MARK ALDER.

James our advisor is always very professional and deals with any issues that arise very promptly.

I still do not have a named financial adviser after seven months

I found the review meeting with Russell informative, it touched on all my financial concerns for current and future financial expectations.

Straightforward clear advice.