Succession Wealth
Succession Wealth is a financial services company based in Birmingham, England. They specialize in financial planning, investment banking, and other financial services. With a team of experienced professionals, Succession Wealth is committed to helping their clients achieve their financial goals.
Introduction to Succession Wealth
Succession Wealth is a financial services company based in Birmingham, England. The company was founded with the goal of providing clients with comprehensive financial planning and investment banking services. Succession Wealth has a unique history of collaborating with other financial planners and investment banks to offer a more holistic approach to financial planning.Services & Products
Succession Wealth offers a wide range of financial services and products. These include investment management, wealth planning, retirement planning, and estate planning. They also offer financial advice and guidance for businesses and individuals.Location
Succession Wealth is located in the heart of Birmingham, surrounded by other businesses and financial institutions. The area is bustling with activity, and customers can expect to find a variety of shops, restaurants, and cafes nearby. The company is conveniently located near several public transportation options, including the Birmingham New Street Station, which is only a 10-minute walk away.Benefits
Customers should choose Succession Wealth because of their comprehensive approach to financial planning. The company takes a holistic view of their clients' financial situations and works to develop customized plans that meet their unique needs. They also have a team of experienced financial planners and investment bankers who are dedicated to helping their clients achieve their financial goals.Good to Know
Customers should be aware that Succession Wealth takes a long-term approach to financial planning. They believe that building a strong financial foundation takes time and patience, and they work with their clients to develop strategies that will help them achieve their long-term financial goals.Reviews
Customers have praised Succession Wealth for their personalized approach to financial planning. They appreciate the company's commitment to building long-term relationships with their clients and their willingness to go above and beyond to help them achieve their financial goals. Overall, customers have had positive experiences working with Succession Wealth and would recommend their services to others.Amenities
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financial planning -
investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
FAQ
What types of investment services do you offer?
At Succession Wealth, we offer a range of investment services including portfolio management, retirement planning, tax-efficient investments, and wealth preservation strategies.Can you provide examples of successful investment strategies you have implemented for clients?
Yes, we can provide examples of successful investment strategies we have implemented for our clients. Our financial planners work closely with each client to develop a personalized investment plan based on their individual goals and risk tolerance.What is your fee structure for investment services?
Our fee structure for investment services varies depending on the specific services provided and the amount of assets under management. We are transparent about our fees and will provide a clear breakdown of costs before any services are rendered.What professional qualifications do your financial planners have?
Our financial planners hold a variety of professional qualifications including Chartered Financial Planner (CFP), Certified Financial Planner (CFP), and Chartered Wealth Manager (CWM). We ensure that our planners are highly qualified and up-to-date with the latest industry knowledge and best practices.Can you provide references or testimonials from satisfied clients?
Yes, we can provide references or testimonials from satisfied clients. We are proud of our track record of success and are happy to share feedback from our clients upon request.Reviews
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Alan Sowerby
27-05-2022
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Harrison Faull
Be warned. Succession Wealth Management is the most incompetent, disorganised and unprofessional wealth management service you will find. A few words of warning: - Do not trust your fund manager. My funds remained in cash, uninvested for 11 months (during which time fees were charged!). Furthermore, this 'error' was deliberately hidden from me for months. - Do not try to get your funds out in a hurry. I have been trying to move my funds to a new provider for over 4 months now, and am still unable to transfer them due to widespread administrative incompetence. - Do not expect to speak to your fund manager. Your phone number will be blocked! - Double check your final compensation letter when you eventually discover for yourself all of the above to be true. Mine was filled with errors. Good luck to those who are existing clients. I can't wait to put my savings into a few ETFs.
27-05-2020
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safdar Hussain
27-05-2020
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Kerr Smith
27-05-2019
