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Succession Wealth - Birmingham
Expert financial planning and wealth management for a secure future in Birmingham.
4
Business
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Expert financial planning and wealth management for a secure future in Birmingham.
Succession Wealth - Birmingham provides professional financial advisory and wealth management services to individuals and businesses in the area. The firm focuses on personalized strategies to help clients achieve their financial goals, offering guidance on investments, retirement planning, and asset management. With a commitment to building long-term relationships, the team aims to deliver tailored solutions in a supportive environment.
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Personalized investment portfolio management and financial strategy development.
Comprehensive planning services to secure your financial future post-retirement.
Guidance on managing and transferring assets to protect your legacy.
Expert advice on investments, savings, and financial goal-setting.
Customized investment solutions tailored to your risk tolerance and objectives.
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Overall rating
Alan Sowerby
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.
safdar Hussain
Kerr Smith
