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... Vis mer
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Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
Se hva andre synes
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... Vis mer
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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... Vis mer
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Informasjon om virksomheten
Skrevet av virksomheten
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.
Kontaktopplysninger
60 Church Street, B3 2DJ, Birmingham, Storbritannia
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
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432 anmeldelser
Ber kundene om å skrive anmeldelser
Denne virksomheten oppfordrer kundene til å skrive anmeldelser, enten positive eller negative
Har svart på 83 % av de negative anmeldelsene sine
Svarer vanligvis i løpet av 48 timer
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
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.
2. august 2024
Svar fra Succession Wealth
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
Svar 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
Good experience
Explains everything very well and puts you at ease that you have enough money.
2. mai 2024
Svar 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
Svar fra Succession Wealth
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.
5. juni 2024
Svar fra Succession Wealth
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
Svar 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
Svar 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
Gervase is simply outstanding!
1. juli 2024
Svar fra Succession Wealth
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
2. august 2024
Svar 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
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.
17. juni 2024
Svar 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
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 !
9. juli 2024
Svar fra Succession Wealth
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
Svar 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.
Succession fully understood my…
Succession fully understood my situation and made appropriate recommendations. I have full confidence in them.
20. juni 2024
Svar fra Succession Wealth
Thank you. We are delighted to hear that you have had a positive experience and are happy with our service.
Prompt and understanding response
2. august 2024
Svar 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.
My advisor always responds promptly and…
My advisor always responds promptly and efficiently to my enquires
23. juli 2024
Svar 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.
Professionally delivered advice from a…
Professionally delivered advice from a knowledgeable advisor
2. august 2024
Svar 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.
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
31. juli 2024
Svar 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.
The independent financial advisor
The independent financial advisor, Louis, does put the clients' best interests and financial planning for the future, as a priority.
15. april 2024
Svar fra Succession Wealth
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
24. mai 2024
Svar 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.
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.
9. juli 2024
Svar fra Succession Wealth
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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