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... Zobacz więcej
Reakcja na opinię
Chociaż nie weryfikujemy konkretnych wypowiedzi, ponieważ opinie recenzentów są ich własnymi opiniami, recenzje mogą zostać oznaczone jako „Zweryfikowane”, jeśli uda nam się potwierdzić, że doszło do rzeczywistej interakcji biznesowej. Dowiedz się więcej
Aby chronić integralność platformy, każda recenzja na naszej platformie—zweryfikowana lub nie—jest sprawdzana przez nasze oprogramowanie działające w trybie 24/7. Technologia ta została zaprojektowana w celu identyfikowania i usuwania treści, które naruszają nasze wytyczne, w tym recenzji, które nie opierają się na prawdziwym doświadczeniu. Zdajemy sobie sprawę, że możemy nie wychwycić wszystkiego, dlatego możesz oflagować wszystko, co według Ciebie mogliśmy przeoczyć. Dowiedz się więcej
Zobacz, co mówią recenzenci
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... Zobacz więcej
Reakcja na opinię
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... Zobacz więcej
Reakcja na opinię
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... Zobacz więcej
Reakcja na opinię
Informacje dotyczące firmy
Napisane przez firmę
The trusted home of independent financial advice. We partner with successful individuals and families who want more than just investment advice – they want clarity, confidence, and a trusted relationship for the long term. With a nationwide network of highly qualified financial advisers, we offer financial planning tailored to your ambitions, not just your assets. Whether you’re preserving wealth, planning a legacy, or seeking greater financial freedom, we help you make smart decisions and enjoy the life you’ve worked hard to build. 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.
Dane kontaktowe
60 Church Street, B3 2DJ, Birmingham, Zjednoczone Królestwo
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
4,3
Doskonała
430 recenzji
Zaprasza klientów do wystawiania recenzji
Ta firma zaprasza swoich klientów do recenzowania niezależnie czy to dobre, czy złe recenzje
Odpowiada na 80% z negatywnych recenzji
Zazwyczaj odpowiada w ciągu 48 godzin
Jak firma korzysta z Trustpilot
Dowiedz się, w jaki sposób pozyskiwane, oceniane i moderowane są ich recenzje i oceny.
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 grudnia 2024
Odpowiedź od 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 grudnia 2024
Opinia niezależna
Odpowiedź od 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 grudnia 2024
Odpowiedź od 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 listopada 2024
Opinia niezależna
Odpowiedź od 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 listopada 2024
Odpowiedź od 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 października 2024
Odpowiedź od 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 października 2024
Opinia niezależna
Odpowiedź od 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 października 2024
Opinia niezależna
Odpowiedź od 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 października 2024
Odpowiedź od 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 października 2024
Odpowiedź od 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 września 2024
Opinia niezależna
Odpowiedź od 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 września 2024
Odpowiedź od 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 września 2024
Opinia niezależna
Odpowiedź od 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.
Odpowiedź od 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 września 2024
Opinia niezależna
Odpowiedź od 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 września 2024
Opinia niezależna
Odpowiedź od 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 sierpnia 2024
Opinia niezależna
Odpowiedź od 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
Odpowiedź od 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
Visit from Mark Alder from Succession
Mark from Succession visited me for my financial review. (June 2024)
I find Mark informative, easy to talk with and happy with his suggestions and his advise is always welcome. Sorry for late response in completing my experience feedback.
Mel Williams.
9 czerwca 2024
Odpowiedź od Succession Wealth
Thank you for taking the time to leave us a review. We'll pass on your comments to Mark.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
Odpowiedź od 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.
Many thanks
Doświadczenie Trustpilot
Każdy może napisać recenzję na Trustpilot. Osoby, które wystawiają opinie, mają prawo do ich edytowania lub usuwania w dowolnym momencie. Będą one wyświetlane, dopóki aktywne jest konto.
Wykorzystujemy wiedzę odpowiednio wykwalifikowanych pracowników oraz sprytną technologię, aby chronić naszą platformę. Dowiedz się, jak zwalczamy fałszywe recenzje.
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Weryfikacja może pomóc zapewnić, że recenzje, które czytasz na Trustpilot są napisane przez prawdziwych ludzi.
Oferowanie zachęt w zamian za pisanie recenzji lub wysyłanie próśb o ich wystawienie w sposób selektywny może wpłynąć na TrustScore, co jest sprzeczne z naszymi wytycznymi.