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... もっと見る
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Very efficient team looking after my investments. Annual review is also beneficial and makes you look at things in a very busy world.
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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... もっと見る
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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... もっと見る
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企業情報
当該企業による記述
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.
連絡先
60 Church Street, B3 2DJ, Birmingham, 英国
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
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4.2
ほぼ満足
432件のレビュー
顧客にレビューを依頼しています
この企業は、ポジティブかネガティブかを問わず、顧客にレビューを依頼しています。
ネガティブなレビューの 83％に回答しています
通常48時間以内に回答
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
Mark Allder has given us a five star…
Mark Allder has given us a five star experience, always prompt to come back should we require any assistance, as well as carrying out required annual reviews of our investments.
2024年8月2日
Succession Wealth からの回答
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
Succession Wealth からの回答
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
Good experience
Explains everything very well and puts you at ease that you have enough money.
2024年5月2日
Succession Wealth からの回答
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
Succession Wealth からの回答
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 Andy, thank you for taking the time to leave a review.
Many thanks
My advisor James is well informed and…
My advisor James is well informed and discusses my needs in a way I can understand.
2024年6月5日
Succession Wealth からの回答
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 James, thank you for taking the time to leave a review.
Many thanks
Succession Wealth からの回答
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
Succession Wealth からの回答
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
Gervase is simply outstanding!
2024年7月1日
Succession Wealth からの回答
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 Gervase, thank you for taking the time to leave a review.
Many thanks
Great service had no problems at all…
Great service had no problems at all for years any questions asked got answers very quickly cannot fault them
2024年8月2日
Succession Wealth からの回答
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
Quality of advice givenYour advisors were always clear and…
Your advisors were always clear and precise in the advice they gave, and yet I never felt under any pressure to act. The final decisions were always mine.
2024年6月17日
Succession Wealth からの回答
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
Brilliant advisor
My advisor Jane is super efficient and keeps in contact. A lovely lady who takes time to explain and listens to your individual circumstances tailoring your requirements and needs . She is amazing !
2024年7月9日
Succession Wealth からの回答
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 Jane, thank you for taking the time to leave a review.
Many thanks
Succession Wealth からの回答
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.
Succession fully understood my…
Succession fully understood my situation and made appropriate recommendations. I have full confidence in them.
2024年6月20日
Succession Wealth からの回答
Thank you. We are delighted to hear that you have had a positive experience and are happy with our service.
Prompt and understanding response
2024年8月2日
Succession Wealth からの回答
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.
My advisor always responds promptly and…
My advisor always responds promptly and efficiently to my enquires
2024年7月23日
Succession Wealth からの回答
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.
Professionally delivered advice from a…
Professionally delivered advice from a knowledgeable advisor
2024年8月2日
Succession Wealth からの回答
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.
problems with out local post
We’ve problems with out local post, when you relished that we hadn’t responded to a letter, you sent us an email then organised it so we could receive the document via a secure email. Well done
2024年7月31日
Succession Wealth からの回答
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.
The independent financial advisor
The independent financial advisor, Louis, does put the clients' best interests and financial planning for the future, as a priority.
2024年4月15日
Succession Wealth からの回答
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 Louis, thank you for taking the time to leave a review.
Many thanks
My pension is performing reasonably…
My pension is performing reasonably well with sound advice from the financial advisor
2024年5月24日
Succession Wealth からの回答
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.
Advice focused on our needs
Advice focused on our needs
A focused discussion about what our needs were. Clear explanations were given where needed. No attempt to upsell us.
2024年7月9日
Succession Wealth からの回答
Hi, 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.
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