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... Ver mais
A empresa respondeu
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Veja o que dizem as avaliações
Very efficient team looking after my investments. Annual review is also beneficial and makes you look at things in a very busy world.
A empresa respondeu
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... Ver mais
A empresa respondeu
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... Ver mais
A empresa respondeu
Detalhes da empresa
- Planejamento Financeiro
- também em
- Consultor Financeiro
- Planos de Previdência Privada
- Serviços de Investimentos
Escrito pela empresa
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.
Informações de contato
60 Church Street, B3 2DJ, Birmingham, Reino Unido
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
Ready for a conversation?
4,2
Muito Bom
432 avaliações
Pede aos clientes que avaliem
Esta empresa convida seus clientes a deixarem avaliações, sejam elas positivas ou negativas
Respondeu a 83% das avaliações negativas
Normalmente responde dentro de 48 horas
Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Always a pleasure to see mark very…
Always a pleasure to see mark very helpful and always puts my mind at rest about my investments
22 de janeiro de 2024
Resposta da Succession Wealth
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 we will pass on your comments to Mark and the team.
Many thanks
Succession Wealth review with Mark Alder
Mark as usual was first class offering brilliant feedback on my account and excellent advice. I really feel so comfortable with Mark, he gives me a full breakdown of how the accounts are performing which gives me the confidence to take sensible action for the year ahead
18 de janeiro de 2024
Resposta da Succession Wealth
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 we will pass on your comments to Mark and the team.
Many thanks
Extremely helpful advice and guidance…
Extremely helpful advice and guidance given by my Wealth Planner and team.
15 de janeiro de 2024
Resposta da Succession Wealth
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
Always well presented and pleasant
Always well presented and pleasant, explains the facts so one understands, and always respects the client
16 de janeiro de 2024
Resposta da Succession Wealth
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
Constructive early year review
As the investment markets have been unstable of late just need chat to confirm that things are on target and came away confident,thanks.
10 de janeiro de 2024
Resposta da Succession Wealth
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
Resposta da Succession Wealth
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 review
Excellent review. Portfolio clearly explained and checked to ensure it reflects my requirements. Personal circumstances checked and next steps discussed.
16 de janeiro de 2024
Resposta da Succession Wealth
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 pleased with mark
Very pleased with mark , very happy with the way my investments are going, anything you need to know, he’s always there to explain and sort things , highly recommended
12 de janeiro de 2024
Resposta da Succession Wealth
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 we will pass on your comments to Mark and the team.
Many thanks
Pleased with Succession and my advisor
I am consistently pleased with the service I receive from my financial advisor Marc Holden.I can be quite stubborn and adverse to risk or change, and Marc advises me sympathetically to my needs and always patiently. I find him professional and always striving to advise and help in any way he can.His experience and financial knowledge is the best I have encountered, and I can say that anyone being advised by Marc is in safe hands.
11 de janeiro de 2024
Avaliação não solicitada
Resposta da Succession Wealth
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
Good relationship ship with Mike my…
Good relationship ship with Mike my advisor who I trust to do what is right for me . Would recommend. Would have have given 5 but the transition from Spence and Spence has slowed some proceeds right down
... hopefully this improve once the integration is complete
9 de janeiro de 2024
Resposta da Succession Wealth
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 we will pass on your comments to Mike and the team.
Many thanks
Highly recommended
Highly recommended really good and sound advice. Returns and outcomes beyond expectations
3 de janeiro de 2024
Avaliação não solicitada
Resposta da Succession Wealth
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
Continuity of advisor
An advisor who knows us well and who has worked with us over a long time.
15 de novembro de 2023
Resposta da Succession Wealth
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
Resposta da Succession Wealth
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
Resposta da Succession Wealth
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
Annual review
My advisor was very punctual and friendly, making for a pleasant meeting. All of our questions were answered in full and some useful advise was also given. Have recommended him to various friends and family.
12 de dezembro de 2023
Resposta da Succession Wealth
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
Explained the situation with the…
Explained the situation with the pension fund in an easy to understand format.
7 de dezembro de 2023
Resposta da Succession Wealth
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
Financial advisor visit
Financial advisor. Made us feel comfortable.we were unsure when completing forms. He helped us and explained everything to us.advised us on future things and talked about what we had in place. Also helped us with some info in our wills
11 de dezembro de 2023
Resposta da Succession Wealth
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
Louis was very informative and spoke to…
Louis was very informative and spoke to us in a language that we understood. Gave us a full review of the pension.
The only downfall is the length of time taking to receive our funds.
20 de novembro de 2023
Resposta da Succession Wealth
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 we will pass on your comments to Louis and the team.
Many thanks
This company are a disgrace and have…no care for the mantel health
This company are a disgrace and have no respect to people with mental health issues my wife was transferred to this shower with no choice to her as her financial services j s financial services sold out to this company we haven't heard a thing from them for two years then we got a letter that said the pension would run out in to years we contacted them in March they said the would look into this I phoned today they thought it was last month and I said it was March guess what the weren't interested shocking way to treat people be very careful please
30 de novembro de 2023
Avaliação não solicitada
Resposta da Succession Wealth
Dear Patrick, we always aim to provide a high standard of service and are very sorry to read that you are disappointed.
If you'd like to discuss this matter further we’d be happy to speak to you, please get in touch by emailing: complaints@successionwealth.co.uk.
first meeting
At the first time of meeting, Louis was friendly, informative and constructive.
21 de novembro de 2023
Resposta da Succession Wealth
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
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