Succession Wealth Management Ltd

I'm now retired and was advised by my previous employer Aviva. I needed to consider my options regarding my pension pot, which to be fair is quite small. I'm totally flummoxed by pension and investment jargon and was really scared of making the wrong decision that could affect my future. Didn't know who to contact so mentioned it to my building society the Nationwide, who gave me an internet link so I could contact trusted financial advisors. Michael explained in laymans terms the options available to me, I found I was able to fully understand exactly what he was saying. Michael was able to answer all my questions, nothing was too much trouble for him and I wasn't made to feel totally stupid. I had been really worried about my pension, I now feel 100% confident I have made the right decision, I could not have achieved this without Michael's professional expertise plus the fact he is very easy to talk you and of a friendly disposition.

The nature of my job and being the only income generator for my family; financial protection/support for the family should anything happen to me. Michael is great at deciphering the - for me - complicated jargon and presenting the available options without me feeling pressured into accepting anything I was not comfortable with. I genuinely feel he has my best interests at heart.

I am approaching 55 and wanted to consolidate some of my pensions, release a small amount of TFC and be reassured that I would not trigger the MPAA. Michael carried out a full review of my finances, listened to and understood my risk appetite, retirement aspirations and financial circumstances. I work in the financial services industry and have dealt with a few IFAs over time. Michael comes across as a very knowledgeable and experienced IFA who has his customers' best interests in mind.

Michael explains things very clearly and is incredibly patient, not minding at all if I don't understand initially. He always seems to grasp any questions/concerns I have and manages to put things across in terms I understand. Michael has helped plan retirement income and explained his advice clearly, showing an interest and understanding of my individual and family situation. We have really appreciated his help.