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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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
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Succession experience
David Mahood is our Succession representative, who explains all we need to know in terms we can understand. David is a lovely guy who has our trust, which is, clearly, extremely important for us.
August 21, 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 David.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
Excellent
Excellent, professional, timely and pleasant service. Met all my expectations. Thank you.
August 20, 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 were pleased with our recent meeting.
Many thanks
My experience over two years.
My dealings with Succession fall into three distinct phases:
1) After they took over my previous financial planning company, the integration didn’t go smoothly at all as those involved had far too much on their plate to deal with. 2 to 3* during this period.
2) My financial planner left the company and I was assigned someone else. This person made no contact with me whatsoever over a period of about 7 months. Truly awful service by Succession and if I could they would get 0*!
3) I eventually had to contact my planner to get something done within the relevant tax year. Something then happened (don’t know what) and I was assigned a different planner who did get in touch, was very helpful and things improved drastically.
Given that Succession are in the process of redeeming themselves, I would currently rate them overall as 3*.
August 1, 2024
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
Annual Planning Meeting
Options explained clearly at our annual planning meeting. In depth report received with recommendations. Our wealth planner was happy to clarify and explain any further issues we may have.
May 17, 2024
Reply from Succession Wealth
Thank you for taking the time to leave us a review.
We are delighted to hear that you were pleased with our recent meeting.
Many thanks
The staff at the Bristol office of Succession Wealth
The staff at the Bristol office of Succession wealth are excellent. They are very knowledgeable, efficient and polite. I have every confidence in their ability to provide me with the best financial advice.
March 20, 2024
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 - we'll pass on your comments to the team in Bristol.
Many thanks
Advisor is really helpful and wise…
Advisor is really helpful and wise acting in our interest
July 25, 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.
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
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
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.
Long-term relationship with…
Long-term relationship with professional advisor who we trust and respect. This is fundamental.
August 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
Seamless and efficient……
We needed to cash in a couple of investments and the process was so straightforward and efficiently dealt with by Succession ….. thank you
June 26, 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
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
Excellent Financial Organisation
Very good organisation who keep me fully informed especially with changes to my investments and pensions. Their advice has always been prompt to ensure my money continues to work for me.
August 3, 2024
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
Reply from 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 Mark, thank you for taking the time to leave a review.
Many thanks
Very professional
Very professional, took time to listen to our wants and needs. Would highly recommend.
June 1, 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
It was just an annual review conducted…
It was just an annual review conducted in a professional manner
June 28, 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
Giving financial reassurance
We are reassuringly aware that our adviser is highly qualified and always to answer any financial queries that we may have concerning our investment. The financial summaries that are provided by Succession Wealth give a useful indication of how the country's economy affects our investments.
August 2, 2024
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
I've been through a challenging time…
I've been through a challenging time and Keith has been there with me, all the way - he made what happened so much easier - sound and sensible advice that looks after me.
August 2, 2024
Reply from 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 Keith, thank you for taking the time to leave a review.
Many thanks
Mark Allder has given us a five star…
Mark Allder has given us a five star experience, always prompt to come back should we require any assistance, as well as carrying out required annual reviews of our investments.
August 2, 2024
Reply from 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 Mark, thank you for taking the time to leave a review.
Many thanks
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
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