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
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432件のレビュー
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ネガティブなレビューの 83％に回答しています
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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
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.
We are always well informed by…
We are always well informed by Succession, given good advice and options how to best use our pensions.
Always able to contact our personal advisor by phone or email. Getting options and advice about all the decisions we might choose. Regularly updated with changes and how best to deal with these changes.
2024年7月17日
自発的なレビュー
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you are happy with the service, and will pass your comments over to Mike and the team.
Many thanks
My important Documents. wealth planner came to my home to…
My wealth planner came to my home to explain my current review and explained it in detail. It is clear and carefully presented by Mike who made it relatively easy for me to understand. Excellent!
2024年7月1日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you are happy with the service, and will pass your comments over to Mike and the team.
Many thanks
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Very helpful new adviser
2024年6月21日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
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
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Mick is happy to help
Mick is very friendly and helps to make sense of our finances
2024年2月7日
自発的なレビュー
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Great Service
We have been clients of Succession Wealth for a number of years now and have been provided with a professional, friendly and personal service during this time
2024年5月1日
自発的なレビュー
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Allows me to make my own decisions…
Allows me to make my own decisions about my needs and then helps me to meet them. The advice I receive follows time taken to understand my life choices,
2024年6月5日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Mark is very experienced
Mark is very experienced and very helpful explaining all my options
2024年6月7日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Very clear advice well explained
2024年6月4日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Great service
2024年5月9日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
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
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Funds Performing Well and excellent Advisors
I am based in Yorkshire. havre been with Succession for 7 years, during that time I have had 2 financial advisors. I have had excellent service from financial planners, any discussion has always been responded to promptly, with great advice and option.
I regularly review the platform to check how my finances are performing. I invested funds prior to my retirement from a company scheme to give me flexibility. I have to see my investment have performed very well.
I am not normally a person to recommend when comes to financial services as there can be ups and downs. I have however advised a few close family and friends to transfer to succession.
2024年5月12日
自発的なレビュー
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Excellent service from very…
Excellent service from very professional agent. Not pushy but explained situation a lay person would understand.
2024年5月2日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
My Chartered Wealth Planner was professional and friendly. He answered questions fully and clearly. I feel confident having my investments in his care.
I was provided with a full information pack regarding the company's Wealth Planning service. This is presented in a way which is generally clear for those of us who are not financial experts. As an individual client, it is very important to me to have appropriate investment advice and recommendations and this company states a commitment to a personal service to all clients.
2024年4月24日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
My meeting with Ben was very productive…
My meeting with Ben was very productive
He has a great understanding and personality
Look forward to completing more business in the future
2024年4月29日
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you are happy with the service, and will pass your comments over to Ben and the team.
Many thanks
Succession Wealth からの回答
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
My friend moved on from succession who…
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.
2024年4月25日
自発的なレビュー
Succession Wealth からの回答
We are so sorry to read this and apologise for your experience.
We would welcome the opportunity to discuss this with you and investigate the matter further. If you’d be willing to, please get in touch by emailing: complaints@successionwealth.co.uk and one of the team will be in touch.
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