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... Se mere
Virksomheden har svaret
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Se, hvad kunderne siger
Very efficient team looking after my investments. Annual review is also beneficial and makes you look at things in a very busy world.
Virksomheden har svaret
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... Se mere
Virksomheden har svaret
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... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Skrevet af virksomheden
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.
Kontaktoplysninger
60 Church Street, B3 2DJ, Birmingham, Storbritannien
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
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432 anmeldelser
Bed kunder om at skrive en anmeldelse
Denne virksomhed inviterer sine kunder til at skrive en anmeldelse, uanset om den er positiv eller negativ
Har besvaret 83 % af deres negative anmeldelser
Svarer typisk inden for 48 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Five stars for Jake Quinn and Succession Wealth
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.
20. januar 2025
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
Marc Holden
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.
17. december 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
It was good to put a face to the name…
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.
5. december 2024
Besvarelse fra Succession Wealth
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
Planner Mark Allder is very…
Planner Mark Allder is very experienced, personable and provides expert help and guidance to my current / future wealth planning.
2. december 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
Positive Experience…
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.
2. december 2024
Besvarelse fra Succession Wealth
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
Very knowledgeable
Very happy with my planner. Just had a very detailed annual meeting. Very knowledgeable and extremely helpful.
18. november 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
knowledgeable
they were helpful and understanding. appeared to have good knowledge of their subject
11. november 2024
Besvarelse fra Succession Wealth
Thank you for taking the time to leave us a review, much appreciated. Glad that you were pleased with the service.
Annual Advisor Meeting
Advisor was very through and provided a detailed account of our meeting
17. oktober 2024
Besvarelse fra Succession Wealth
Thank you for taking the time to leave us a review, much appreciated. Glad that you were pleased with the service.
Good communication
Good communication, professional help and advice.
18. oktober 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
Very helpful information
Information was well laid out and helpful. I have made a note of the various contacts should the need ever arrise.
17. oktober 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
Peace of mind
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.
2. oktober 2024
Besvarelse fra Succession Wealth
Thank you for taking the time to leave us a review. Delighted to hear that you are pleased with our services.
Many thanks
Annual review
Again Mark allder was excellent in his annual review from presentation to giving advice and dealing with my pension
7. oktober 2024
Besvarelse fra Succession Wealth
We are delighted to hear that you were pleased with our service.
Thank you for taking the time to leave us a review. We'll pass on your comments to Mark.
Many thanks
Mortgage review…
Informative with indepth knowledge explained with clarity.
30. september 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
Thank you for taking the time to leave us a review. Delighted to hear that you are pleased with our services.
Many thanks
My advisor is helpful and explains…
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.
24. september 2024
Besvarelse fra Succession Wealth
We are delighted to hear that you were pleased with our service.
Thank you for taking the time to leave us a review. We'll pass on your comments to Mark.
Many thanks
Initially i liked their independence…
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
21. september 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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.
Besvarelse fra Succession Wealth
We are delighted to hear that you were pleased with our service.
Thank you for taking the time to leave us a review. We'll pass on your comments to Mark.
Many thanks
Professional Advisor
James our advisor is always very professional and deals with any issues that arise very promptly.
17. september 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
Thank you for taking the time to leave us a review. We'll pass on your comments to James.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
I still do not have a named financial…
I still do not have a named financial adviser after seven months
17. september 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
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
I found the review meeting with Russell…
I found the review meeting with Russell informative, it touched on all my financial concerns for current and future financial expectations.
29. august 2024
Uopfordret anmeldelse
Besvarelse fra Succession Wealth
We are delighted to hear that you were pleased with our recent meeting.
Thank you for taking the time to leave us a review. We'll pass on your comments to Russell.
Many thanks
Besvarelse fra Succession Wealth
Thank you for taking the time to leave us a review. Delighted to hear that you are pleased with our services.
Many thanks
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