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
Company replied
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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Good experience
Explains everything very well and puts you at ease that you have enough money.
May 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
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 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.
June 5, 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 James, thank you for taking the time to leave 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.
Many thanks
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
Gervase is simply outstanding!
July 1, 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 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
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
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.
June 17, 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
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 !
July 9, 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 Jane, thank you for taking the time to leave 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.
Succession fully understood my…
Succession fully understood my situation and made appropriate recommendations. I have full confidence in them.
June 20, 2024
Reply from 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
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.
My advisor always responds promptly and…
My advisor always responds promptly and efficiently to my enquires
July 23, 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.
Professionally delivered advice from a…
Professionally delivered advice from a knowledgeable advisor
August 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.
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
July 31, 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.
The independent financial advisor
The independent financial advisor, Louis, does put the clients' best interests and financial planning for the future, as a priority.
April 15, 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 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
May 24, 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.
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.
July 9, 2024
Reply from 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.
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
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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