Succession Wealth
60 Church Street, West Midlands, United Kingdom
About Succession Wealth
Succession Wealth is a leading financial establishment located in the heart of Birmingham, United Kingdom. They are committed to delivering high-quality financial solutions to their clients, backed by a team of experienced and knowledgeable professionals. At Succession Wealth, their mission is simple - to help individuals and businesses achieve their financial goals and secure their financial futures.
The establishment offers a wide range of financial services that cater to every need imaginable. Whether it's investment management, retirement planning, tax planning, wealth protection or estate planning, their team of experts possess the expertise and technology to help you make informed decisions that are in line with your goals and objectives. They offer an exceptional level of personalized service that seeks to understand your unique financial circumstances and provide tailored solutions to meet your needs.
Succession Wealth is a point of interest in Birmingham that is highly regarded for their professionalism, expertise, and unwavering commitment to their clients. Their approach to financial planning is built on a foundation of trust, integrity and a deep understanding of your financial needs. With their state-of-the-art technology and years of experience, you can trust that you are in safe hands when you choose Succession Wealth.
The institution is located at 60 Church St, Birmingham B3 2DJ, United Kingdom, making it accessible to all in the area. The premises are modern and welcoming, with a team of friendly professionals at hand to assist you with all your financial needs.
In summary, if you're looking for a reliable partner to manage your finances, then Succession Wealth is the go-to establishment for you. With their exceptional track record, they are an institution that you can trust to help you achieve your financial goals and secure your financial future with confidence.
Photos of Succession Wealth
60 Church St, Birmingham B3 2DJ, United Kingdom
Opening hours of Succession Wealth
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Succession Wealth
"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."
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