Succession Wealth  Reviews 

Over 5 years we've paid the adviser far more than we have made, but hell, it's a market.

Avoid this cowboy outfit at all costs! I was introduced to Succesion Wealth by Aviva. I was put in touch with a Wealth Planner in Glasgow back in April even though I live in North Yorkshire. A team’s meeting was arranged for May. The teams meeting took place and I went through all the pensions I had and I told the Wealth planner that I was interested in combining all of these together. The Wealth planner was good and explained everything and said next I would receive some questions in the next few days to access my reaction to risk and paper work would follow for me to sign so he could approach my pension providers. I received an email with a link to the questions and I completed that, then it went downhill! I received no paperwork, I emailed the Wealth planner 6 weeks later and was assured he would sort it out. I emailed him again 4 weeks later, he apologised and said he would sort it. The weeks passed and nothing arrived so I raised a complaint with Succesion Wealth. It took them 3 months to investigate and when I received a response they hadn’t even got the facts right despite them being emailed in the complaint and blamed work overload. This is just not acceptable, avoid you have been warned.

In-depth considerate financial review with professional adviser. Would recommend.

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.

Personal, helpful service from a person we can totally trust.

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.

First meeting with Louis Murray at Succession Wealth and very happy with how it went.

Personal service and face to face discussion is utterly vital. Our consultation meeting was purposeful, relevant and productive.

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.

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.

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

An understandable helpful guide to trusts and the management, and reasons why they can be useful.

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

Professional, helpful and knowledgeable advice.

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.

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.

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.

Lost my original papers, which are I not replaceable and will cause significant issues for me in the future

Continuity of service
Our advisor has known us for over 20 years and the advice given is always very personalised and relevant