Succession Wealth - Amersham - Amersham

When seeking expert advice on managing succession wealth in the picturesque town of Amersham, Succession Wealth stands out as a notable option, particularly for those located at Connery House, Repton Place, Connery, White Lion Rd, Amersham HP7 9LP, United Kingdom. This financial consultancy, reachable at 1494358000, offers a blend of online appointments, on-site services, and a wheelchair-accessible environment that caters to a wide range of clients' needs, making it an inclusive choice for wealth management solutions.

Key Features: Succession Wealth specializes in providing financial consulting services, tailored to help clients plan for the transfer of their wealth to future generations. Their location at Connery House provides easy access for those in the Amersham area. The business has made significant strides in inclusivity, offering a wheelchair-accessible car park, an entrance, and toilets that are gender-neutral and accessible for transgender clients. This commitment to accessibility and inclusivity is commendable and reflects their dedication to serving all members of the community.

Contact Information and Reviews: For those interested in scheduling a consultation, it's essential to note that appointments require prior booking. Succession Wealth's website, successionwealth.co.uk, provides further details and allows one to explore their services online. The company has garnered 2 reviews on Google My Business, with an average opinion rating of 3/5. While this indicates a satisfactory level of service, potential clients should consider reaching out directly to gather more specific insights into how their unique financial situations can be addressed.

Recommendation: If you're in the Amersham area and looking for professional guidance on managing your succession wealth, it's highly recommended to connect with Succession Wealth. Their inclusive approach and comprehensive services make them a strong contender in the financial consulting sector. To learn more or to book an appointment, visit their website. Given the importance of financial planning and the personal nature of wealth management, it's worth taking the time to explore what Succession Wealth has to offer. Their commitment to accessibility and inclusivity is a standout feature that could make a significant difference for many clients.

👍 Reviews of Succession Wealth - Amersham

Phil A.

1/5

Don’t get a mortgage with these guys they offer terrible advice. Sell you one thing at a cheap rate then charge you something completely different. Avoid at all costs

Tom W.

5/5