Under another company, I had 3 years of confidence in my pension. After my adviser left, I asked Aviva to find me another company, they put me onto succession wealth. At first the adviser only had to... Mehr ansehen
Unternehmen hat geantwortet
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
Unternehmen hat geantwortet
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... Mehr ansehen
Unternehmen hat geantwortet
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 abo... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
60 Church Street, B3 2DJ, Birmingham, Vereinigtes Königreich
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
Ready for a conversation?
4.3
Hervorragend
430 Bewertungen
Bittet Kunden um Bewertungen
Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.
Hat 80 % seiner negativen Bewertungen beantwortet
Antwortet meist innerhalb von 48 Std.
So nutzt dieses Unternehmen Trustpilot
Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Good experience
Explains everything very well and puts you at ease that you have enough money.
2. Mai 2024
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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
Antwort von 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.
Antwort von 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
Antwort von 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.
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