Succession Wealth - Birmingham - Birmingham

Succession Wealth - Birmingham is a financial consulting firm located in the heart of Birmingham, England. Their address is 60 Church St, Birmingham B3 2DJ, United Kingdom, and you can reach them by phone at 1212129212. You can also visit their website at successionwealth.co.uk to learn more about their services.

This company specializes in providing financial consulting services, and they have a team of experienced professionals who can help you manage your finances effectively. Their other points of interest include online appointments, onsite services, wheelchair accessible restroom, wheelchair accessible seating, restroom, LGBTQ+ friendly, and transgender safespace. These features make Succession Wealth - Birmingham a welcoming and inclusive space for all individuals.

Succession Wealth - Birmingham has received positive reviews from their clients, with an average opinion of 4/5 on Google My Business. Here are some of the things that their clients have to say about their services:

Excellent service and advice. Highly recommend.
Very professional and knowledgeable team. They really took the time to understand my financial goals and provided me with a comprehensive plan.
* I'm so glad I chose Succession Wealth - Birmingham for my financial consulting needs. Their team is friendly, approachable, and always willing to help.

If you are looking for a financial consulting firm that can help you manage your finances effectively, Succession Wealth - Birmingham is an excellent choice. They offer onsite services, online appointments, and a wheelchair accessible restroom, making it easy for you to visit their office and meet with their team. Additionally, they are LGBTQ+ friendly and provide a transgender safespace, ensuring that all individuals feel welcome and comfortable in their space.

Overall, Succession Wealth - Birmingham is a highly recommended financial consulting firm that can help you achieve your financial goals. Their experienced team, welcoming environment, and commitment to inclusivity make them an excellent choice for anyone looking for financial consulting services in Birmingham, England. Don't hesitate to contact them today to learn more about how they can help you manage your finances effectively. You can visit their website at successionwealth.co.uk to get started.

Reviews of Succession Wealth - Birmingham

Harrison Faull

1/5

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.

Alan Sowerby

5/5

safdar Hussain

5/5

Kerr Smith

5/5