Succession Wealth  Bewertungen 

Caroline has been a fantastic financial advisor and has helped us navigate consolidation of our pensions, supporting us every step of the way, including extracting an AVC from the ghastly USS. She has also supported me to resolve some issues with inherited shareholdings. I have no hesitation in recommending Succession Wealth.

Murray gave us the advice and help, with the same high competence and grace he has shown for many years.

Thankyou

Our financial adviser Caroline Brewster, is simply the best adviser we have had over the years. She is friendly, professional & a delight to deal with. Each time a review takes place she is organised & full of ideas & suggestions that she explains in a concise and simple to understand manner. She never rushes us to make decisions & we trust her completely to help us now that we have retired. Our limited contacts with the team at Succession have shown them to also be friendly & professional. If you can’t trust your adviser to offer you meaningful & competent counsel then what’s the point of having one! We can’t recommend Succession & Caroline enough.

Good knowledge and happy to explain everything so you fully understand
I have been dealy with James for years

Good general market information and guidance. Plus a great personal Financial Adviser

Results speak for themselves, sometimes they’re up sometimes they’re down.

James has gone above and beyond with excellent financial advice and support throughout a very difficult time due to a bereavement.
I would highly recommend.
5 stars from me.

We have been with this company many years & have always felt comfortable with the advice they have given.
They have always listened to our needs & advised accordingly.

Good, sound advice, relevant to my situation. Kept me informed and updated at each step of various processes.

Bhavisha has been very helpful and given us a few new ideas. She has also answered all our question in a timely manner.

Professional service with calm friendly advice. very good knowledge and expereince of the current financial situation

Our advisor Mark, takes his time to understand clearly what our goals are and the progress that we’re making towards them. I feel confident therefore that his advice is is frank, honest and informed.

Spence and Spence (who are part of this group) reduced my pension to one tenth of its value. Not able to advise people on growth from my perspective

Professional review as always, very informative and time spent explaining how the markets are doing and making the right plan for financial and future investment.

Just had my my annual review with my advisor Marc Holden as usual he went into my pension funds performance over the past year in great detail and offered great advice on how to proceed in the future.

The IFA is excellent. She understands my goals in the next few years as i near retirement & explains everything in a very clear way.

Hannah and the team have been fantastic at onboarding me and helping me figure out my short term and long term goals. Her knowledge and experience is great, she's been able to recommend some fantastic solutions to help me build a stronger financial foundation. Communication has been very good and fast as well as very personable.

Friendly and our advisor explained everything clearly and to the right level of my understanding.

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.

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.