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... See more
Company replied
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See what reviewers are saying
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... See more
Company replied
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... See more
Company replied
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... See more
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Company details
Written by the company
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.
Contact info
60 Church Street, B3 2DJ, Birmingham, United Kingdom
- 0121 212 9212
- info@successionwealth.co.uk
- www.successionwealth.co.uk
4.3
Excellent
430 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 80% of negative reviews
Typically replies within 48 hours
How this company uses Trustpilot
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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.
December 5, 2024
Reply from 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.
December 2, 2024
Unprompted review
Reply from 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.
December 2, 2024
Reply from 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.
November 18, 2024
Unprompted review
Reply from 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
November 11, 2024
Reply from 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
October 17, 2024
Reply from 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.
October 18, 2024
Unprompted review
Reply from 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.
October 17, 2024
Unprompted review
Reply from 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.
October 2, 2024
Reply from 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
October 7, 2024
Reply from 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.
September 30, 2024
Unprompted review
Reply from 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.
September 24, 2024
Reply from 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
September 21, 2024
Unprompted review
Reply from 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.
Reply from 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.
September 17, 2024
Unprompted review
Reply from 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
September 17, 2024
Unprompted review
Reply from 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.
August 29, 2024
Unprompted review
Reply from 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
Reply from 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.
June 9, 2024
Reply from 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
Reply from 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
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