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
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In-depth considerate financial review…
In-depth considerate financial review with professional adviser. Would recommend.
November 14, 2023
Reply from Succession Wealth
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Inverness Highland Office
Since my wife and I 'discovered' in early September that all key staff had left the Inverness Highlands office of Succession Wealth we have heard nothing from any senior management. It seems that trust, loyalty and respect within this organisation are values that are being overlooked and long standing customers are therefore being ignored. We have now taken our business elsewhere. Post Script : Succession Wealth reply of 7th demonstrates our issue that no Senior Management are prepared to engage with us. Would it not be expected that some-one would call us to discuss this directly rather than refer the matter back to us to call a general contact site ?? Quite unbelievable arrogance. This has reinforced that our decision to leave was the correct one.
October 31, 2023
Unprompted review
Reply from Succession Wealth
Dear Mr Read, we are sorry to read this and hear of your disappointment. Our clients are important to us, and we would like to have the opportunity to discuss the situation with you. If you would be willing to, please contact us at hello@successionwealth.co.uk and we’ll get a member of the Scotland team to get in touch.
my investment seems to have stalled
October 26, 2023
Reply from Succession Wealth
Thank you for your comments.
We aim to provide a high standard of service and welcome all constructive feedback from our clients.
If you’d like to discuss this further, please contact us at hello@successionwealth.co.uk and we’ll get a member of your local team to reach out.
Reply from Succession Wealth
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
Awful
Awful, got sold a mortgage with an £80 redemption rate and then we came to redeem it had to pay £2,500. Awful, service steer well clear.
October 25, 2023
Unprompted review
Reply from Succession Wealth
we always aim to provide a high standard of service and are very sorry to read that you are disappointed. If you’d like to discuss the matter further, please get in touch with us at
compliants@successionwealth.co.uk
and a member of the team will be happy to assist.
Happy investor.
First meeting with Louis Murray at Succession Wealth and very happy with how it went.
October 17, 2023
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
You cannot beat face to face conversations
Personal service and face to face discussion is utterly vital. Our consultation meeting was purposeful, relevant and productive.
October 16, 2023
Reply from Succession Wealth
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
No Contact or Customer Concern
I was not aware my IFA had been taken over. When I was told it was a general email - no contact from new "advisor". When I contacted the new advisor little was known about my affairs. I have not been contacted for a review after requesting one for several months.
July 1, 2023
Unprompted review
Reply from Succession Wealth
Thank you for your comments.
If you'd like to discuss this matter further we’d be happy to speak to you, please get in touch by emailing: complaints@successionwealth.co.uk.
Generally effective
Management of my investment is generally good but VERY disappointed at the lack of any management tools that are suitable for a general indications on what's happening to my investments.
October 10, 2023
Unprompted review
Reply from Succession Wealth
Thank you for your comments.
We aim to provide a high standard of service and welcome all constructive feedback from our clients.
If you’d like to discuss this further, please contact us at hello@successionwealth.co.uk and we’ll get a member of your local team to reach out.
Uncaring Incompetent and expensive
Multiple changes to advisor person and 10% loss of my capital over 3 years. (£50,000) No reply to e mails.
No changes in investment which just sits there losing more money and bring charged for the service!
They reply to this post, but not to my emails!
Uncaring, incompetent and expensive
September 29, 2023
Unprompted review
Reply from Succession Wealth
Dear Robert, we always aim to provide a high standard of service and are very sorry to read that you are disappointed. If you'd like to discuss this matter further we’d be happy to speak to you, please get in touch by emailing: complaints@successionwealth.co.uk.
An understandable helpful guide to…
An understandable helpful guide to trusts and the management, and reasons why they can be useful.
September 21, 2023
Unprompted review
Reply from Succession Wealth
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you have had a positive experience and are happy with our service.
Many thanks
David Mahood is honest and forthright in our discussions
The personal approach by David Mahood projects a calm and informative nature to our meetings. David is also not afraid to tell me honestly what he considers is the best option for me
September 5, 2023
Reply from Succession Wealth
Thank you for taking the time to leave us a review, much appreciated.
We are delighted to hear that you are happy with the service and we will pass on your comments to David and the team.
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
Avoid avoid avoid. They refuse to return your money
Avoid avoid avoid. They will not return your money to you if you ask for me. I requested a withdrawal from them on the 24th April. Almost 4 months later - they take weeks to reply and when they do they say the transfer will be made. Yet weeks later, no transfer has been made. When you chase them, they take weeks to reply. And then they do reply saying the same nonsense "we'll process it". But they don't. And this circle goes on and on for months.
AVOID.
August 17, 2023
Unprompted review
Reply from Succession Wealth
Thank you for your comments.
If you'd like to discuss this matter further we’d be happy to speak to you, please get in touch by emailing: complaints@successionwealth.co.uk.
Professional service from an advisor…
Professional service from an advisor who demonstrates a genuine interest my personal and financial life to provide the right products/services for me.
I always feel positive after a conversation with the advisor.
August 7, 2023
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
Cost effective comprehensive advice…
I was taken through the whole process of drawing down on my pensions and maintained my existing stockbrokers whilst paying only a small uptick in overall annual fees for wealth management advice.
June 5, 2023
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
Lost my original papers
Lost my original papers, which are I not replaceable and will cause significant issues for me in the future
May 1, 2023
Unprompted review
Reply from Succession Wealth
Thank you for your comments.
If you'd like to discuss this matter further we’d be happy to speak to you, please get in touch by emailing: complaints@successionwealth.co.uk.
Continuity of service
Continuity of service
Our advisor has known us for over 20 years and the advice given is always very personalised and relevant
July 5, 2023
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
Annual Review
I had my annual review with my wealth planner from Succession Wealth. He always takes time to thoroughly discuss my portfolio and advise me regarding my investments.
Apart from my annual review, he is also always available on the phone to discuss any questions I may have,
June 25, 2023
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
Time spent to explain recent trends and…
Time spent to explain recent trends and think about future actions.
June 29, 2023
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
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