Succession Wealth
About the Business
Welcome to Succession Wealth, a premier establishment in the financial industry. Our offices are located at 1 Finlay House, 10-14 W Nile St, in the bustling city of Glasgow, United Kingdom. As a point of interest, we pride ourselves on providing exemplary financial planning, investment management, and wealth advisory services to individuals and businesses alike.
Our team of experienced and knowledgeable financial professionals work closely with clients to ensure that their unique goals and objectives are met. We take a holistic approach to financial planning, incorporating all aspects of a client’s financial picture to develop customized strategies that are designed to help them achieve their desired outcomes. Our services include investment management, retirement planning, estate planning, tax planning, and much more.
At Succession Wealth, we understand that our clients’ trust is paramount, and we strive to build and maintain strong, long-lasting relationships with each and every one of them. We are committed to providing the highest level of service and expertise, and our clients can rest assured that their financial wellbeing is in good hands.
Whether you are just starting out on your financial journey or are a seasoned investor, we invite you to discover the benefits of working with Succession Wealth. Please feel free to explore our website or contact us directly to learn more about our services and how we can help you achieve your financial goals.
Photos
Location & Phone number
1 Finlay House, 10-14 W Nile St, Glasgow G1 2PP, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"What can I tell you other than to avoid this group at all cost. Each year they report on my investment showing nothing but failure after failure and they charge you for providing this abysmally poor performance. What is harder to accept is there is no redress for their performance other than to move provider AND then they charge you for the privilege of having to take this action to try and stop the rot. My account manager has also not attempted to make any contacted in past 18months even after repeated calls to his cell and office. And now...wait for it... MY pension fund holder send me a letter advising SW have advised them they are no longer my financial advisor giving me exactly 10days to engage another service provider. No contact directly from SW. I am disgusted with SW customer relations. Worth stating at this point is to note one of their marketing points is longevity of customer is key indicator for their success. Well SW another BIG failure on that performance indicator as well !!!! My experience Financial Services are the Biggest legal scam out there."
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