Succession Wealth  Bewertungen 

Extremely helpful advice and guidance given by my Wealth Planner and team.

Always well presented and pleasant, explains the facts so one understands, and always respects the client

As the investment markets have been unstable of late just need chat to confirm that things are on target and came away confident,thanks.

Ok at the moment

Excellent review. Portfolio clearly explained and checked to ensure it reflects my requirements. Personal circumstances checked and next steps discussed.

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

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.

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

Highly recommended really good and sound advice. Returns and outcomes beyond expectations

An advisor who knows us well and who has worked with us over a long time.

Very professional service

excellent advice from a well informed professional.

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.

Explained the situation with the pension fund in an easy to understand format.

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

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.

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

At the first time of meeting, Louis was friendly, informative and constructive.

Over 5 years we've paid the adviser far more than we have made, but hell, it's a market.

Avoid this cowboy outfit at all costs! I was introduced to Succesion Wealth by Aviva. I was put in touch with a Wealth Planner in Glasgow back in April even though I live in North Yorkshire. A team’s meeting was arranged for May. The teams meeting took place and I went through all the pensions I had and I told the Wealth planner that I was interested in combining all of these together. The Wealth planner was good and explained everything and said next I would receive some questions in the next few days to access my reaction to risk and paper work would follow for me to sign so he could approach my pension providers. I received an email with a link to the questions and I completed that, then it went downhill! I received no paperwork, I emailed the Wealth planner 6 weeks later and was assured he would sort it out. I emailed him again 4 weeks later, he apologised and said he would sort it. The weeks passed and nothing arrived so I raised a complaint with Succesion Wealth. It took them 3 months to investigate and when I received a response they hadn’t even got the facts right despite them being emailed in the complaint and blamed work overload. This is just not acceptable, avoid you have been warned.