Succession Wealth - Glasgow - Glasgow
Address: 1, Succession Wealth - Glasgow, Finlay House, 10-14 W Nile St, Glasgow G1 2PP, United Kingdom.
Phone: 1412253878.
Website: successionwealth.co.uk
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.
📌 Location of Succession Wealth - Glasgow
⏰ Open Hours of Succession Wealth - Glasgow
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
\n
Succession Wealth - Glasgow: A Comprehensive Overview
\n
For individuals and families seeking expert financial consulting services in Glasgow, Succession Wealth - Glasgow presents itself as a dedicated provider. Located at 1, Finlay House, 10-14 W Nile St, Glasgow G1 2PP, United Kingdom, the firm offers a range of support tailored to complex wealth management needs. Prospective clients are encouraged to contact them directly at 1412253878 or visit their website at successionwealth.co.uk to explore their services further.
\n\n
Location and Accessibility
\n
The physical location of Succession Wealth - Glasgow at Finlay House provides a professional and accessible environment for clients. The address, 10-14 W Nile St, Glasgow G1 2PP, ensures ease of navigation within the city. Furthermore, the firm demonstrates a commitment to inclusivity, boasting a wheelchair-accessible entrance and wheelchair-accessible toilet facilities. This commitment extends to restroom access and a generally LGBTQ+ friendly and transgender safe space, acknowledging the diverse needs of their clientele. Appointments are required, which is recommended to optimize the client experience and allow for thorough preparation.
\n\n
Services and Specializations
\n
Succession Wealth - Glasgow specializes in providing comprehensive financial consulting. While specific service offerings may vary and are best discussed directly with a representative, the firm likely encompasses areas such as:
\n
- \n
- Wealth Planning: Strategic advice on accumulating, managing, and preserving wealth across generations.
- Estate Planning: Assistance with wills, trusts, and other legal instruments to ensure a smooth transfer of assets.
- Investment Management: Tailored investment strategies aligned with individual risk tolerance and financial goals.
- Retirement Planning: Guidance on maximizing retirement savings and planning for a comfortable post-work life.
- Tax Planning: Strategies to minimize tax liabilities and optimize financial efficiency.
\n
\n
\n
\n
\n
\n
Itâs important to note that the firmâs specific expertise and service portfolio should be confirmed through direct communication with Succession Wealth - Glasgow.
\n\n
Client Feedback and Reputation
\n
Currently, Succession Wealth - Glasgow has one review on Google My Business, resulting in an average opinion of 1/5. This low average score warrants careful consideration. While a single review shouldnât automatically disqualify a business, it indicates a potential area for improvement. Itâs advisable for prospective clients to thoroughly research the firm and, if possible, seek independent references or testimonials. The limited feedback available necessitates a cautious approach and a thorough understanding of the services offered before engaging their services.
\n\n
Additional Points of Interest
\n
Beyond accessibility, Succession Wealth - Glasgow offers online appointments, providing flexibility for clients who may not be able to travel to the physical location. On-site services are also available, facilitating face-to-face consultations and a more personalized experience. The firmâs commitment to client comfort is further demonstrated by the provision of a restroom. The firm actively encourages the scheduling of appointments to ensure dedicated attention and a productive consultation process.
\n\n
Contact Information and Resources
\n
To schedule an appointment or to obtain further information, individuals are encouraged to contact Succession Wealth - Glasgow directly:
\n
- \n
- Address: 1, Succession Wealth - Glasgow, Finlay House, 10-14 W Nile St, Glasgow G1 2PP, United Kingdom
- Phone: 1412253878
- Website: successionwealth.co.uk
\n
\n
\n
\n
The firm's website provides valuable resources and insights into their services and approach. Prospective clients are strongly encouraged to explore the website thoroughly and contact the firm to discuss their specific needs and circumstances. The appointment required nature of business suggests a professional and focused service model.
\n
In conclusion, Succession Wealth - Glasgow presents itself as a financial consultant offering comprehensive wealth management solutions. However, due to the limited client feedback, a thorough investigation and direct communication are recommended before engaging their services. The firmâs commitment to accessibility and flexible appointment options further contributes to a potentially positive client experience.
\n\n",
"summary": "Succession Wealth - Glasgow is a financial consultant offering wealth planning, estate planning, and investment management services, located in Glasgow. Despite a low average review, they provide accessible appointments and online resources.",
"keywords": "Financial consultant, wealth planning, estate planning, Glasgow, investment management",
"word_count": 987,
"quality_score": 8,
"has__tags": "true",
"language_used": "en"
}
👍 Reviews of Succession Wealth - Glasgow
